We’re excited to share some big news: Altruist has acquired Thyme, a sleek, modern AI-powered platform that’s redefining productivity for financial advisors.
This is a major milestone on our journey to deliver the most intuitive, effective technology in the industry. It’s a bold leap forward, and will empower your business to be more efficient, responsive, and client-focused than ever before.
What is Thyme?
Thyme is an AI-powered assistant built specifically for financial advisors. It helps you prep for client meetings, capture insights in real time, and follow up effortlessly, all in one simple interface.
Since its debut, Thyme has earned a loyal following. Advisors love its intelligent design, how connected it is with other tools, and how much time it saves them every week. Now, it’s a part of Altruist.
Thyme x Altruist: Better Together
What makes this acquisition so powerful isn’t just that Thyme is a great standalone product. It’s that Thyme and Altruist are better together.
Thyme boasts smart, laser-focused assistant technology, the ideal foundation for AI that supports advisors. Moreover, their team brings incredible product insight, and a shared belief in elegant, user-first design. The real magic, though, happens when Thyme’s intelligence is paired with data and context that only a modern custodian can provide.
As an all-in-one platform—from account opening to trading, billing, and reporting—Altruist is uniquely positioned to build an AI assistant that’s not only helpful, but deeply informed and fully operational. One that isn’t limited to note-taking, but which knows the “why” behind every client conversation, and which is fully integrated into your practice.
Between Thyme’s thoughtful approach and Altruist’s custodial infrastructure, together, we’re able to build something the industry has never seen before: a true AI assistant.
What comes next: Introducing Hazel
Later this summer, we’ll relaunch Thyme as Hazel, a stand-alone platform for all financial advisors (regardless of where they custody assets). Join the waitlist to get early access and be among the first to hear updates from the front lines.
We’ll have more to share soon. For now, just know: we’re investing heavily in AI to make your practice more human, not less. And with the Thyme team on board, we’re moving faster than ever toward that vision.
