Thyme

Thyme is an AI platform for financial advisors and wealth professionals, with meeting transcription, client onboarding, and document parsing. Now Hazel.

AI Meeting Assistant AI Recording & Summarizer AI Document Extraction

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Overview

Thyme is presented as an AI platform for financial advisors and wealth professionals. The homepage now says the product has become Hazel through a partnership with Altruist, while the legal pages still describe Thyme as a live service for meeting intelligence.

Based on the public pages, Thyme’s core job is to support advisor workflows around meetings, client onboarding, and document handling. The privacy policy states that it can join online, in-person, and phone meetings and generate a word-by-word transcript of what was said.

What Thyme does

Advisor-focused AI platform

The product is positioned as an AI platform for financial advisors and, in the legal pages, as meeting intelligence for that audience.

Meeting transcription

The privacy policy says Thyme joins online, in-person, and phone meetings and generates a word-by-word transcript.

Meeting support workflow

The homepage and description frame the product around helping advisors run meetings so they can focus on client relationships.

Client onboarding

The public description says Thyme helps onboard clients, indicating support for parts of the advisory client intake process.

Document parsing

The public description says Thyme can parse documents, pointing to document-processing support within the advisor workflow.

Common ways it is positioned

Meeting capture and review
Use Thyme to support advisor meetings by joining sessions and creating transcripts that can be reviewed afterward.
Client onboarding
Use it when onboarding new clients and you want an AI layer around intake-related workflows.
Document-assisted workflows
Use it to work through meeting notes and document handling in one advisor workflow rather than across separate tools.
Relationship-focused advisory work
Use the product in practices centered on client relationships, where the stated goal is to reduce time spent on administrative meeting work.

Pros and Cons

Pros

Clear focus on financial advisors and wealth professionals.
Supports multiple meeting formats, including online, in-person, and phone meetings.
Produces a word-by-word meeting transcript according to the privacy policy.
Public description also mentions client onboarding and document parsing.

Cons

The homepage says Thyme is now Hazel, so the original product positioning has changed.
Public pricing is not available from the collected pages, and the pricing URL returns a not-found page.
The collected sources do not include integration details or deeper product documentation.

FAQ

What is Thyme now?

The site presents Thyme as meeting intelligence for financial advisors, but the homepage now says Thyme is now Hazel, an AI product for wealth professionals.

What does Thyme do in meetings?

The source shows Thyme joining online, in-person, and phone meetings and generating a word-by-word transcript of what was said.

Is pricing public?

The available source does not provide public pricing details; the pricing URL returns a page-not-found response.

Does Thyme list any integrations?

No public integration list is shown in the collected sources.