Personalized tax planning, powered by AI

Hazel pulls together client data, portfolio details, and regulatory context so every client gets a thoughtful tax strategy that reflects their individual situation.

“ Hazel's changed the way we show up for clients. Meeting prep is faster, and the follow up is sharper. We've now got our entire team using Hazel daily. ”

Gideon Drucker, CFP(R), AIF(R), ECA(R)
President & CEO, Drucker Wealth

This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). The promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit RIA Testimonial Disclosures - Altruist. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at IAPD - Investment Adviser Public Disclosure - Homepage. This testimonial may not represent the experience of others and it is not a guarantee of results.