Thyme

Name: Thyme
Brand: Thyme

AI Native

Thyme is building the next generation of tools for financial advisors

Est 2024|Raised $500K

LinkedIn 808|Website|FTEs 1|HQ San Francisco, us

MarketsAdvice Delivery & Paraplanning Automation

01Competitive Landscape

Narrative analysis

Areas where Hazel/Thyme may have advantages: - Focus on advisor meeting workflows rather than general-purpose note taking - Integration potential with the Altruist custodian ecosystem, which may be relevant for firms on that platform - Vendor-published security signals (SOC 2 Type I and a recent penetration test) that provide more concrete detail than vendors that make only high-level security statements Areas where competitors may have advantages: - Dedicated CRMs often have deeper system-of-record primitives, reporting, and a broader set of integrations - Dedicated tax planning vendors provide mature tax workflows and scenario analysis with longer track records in that specific domain - Some competitor note-taking or meeting tools may offer different enterprise controls that better match certain governance requirements Adoption dynamics: - Hazel’s integration with Altruist provides a distribution channel; publicly reported counts of advisors on Altruist’s platform indicate a substantial potential addressable base, but this is not a direct measure of Hazel-specific adoption.

	Hazel (successor to Thyme)	Wealthbox CRM	Redtail CRM
Starting Price	Published per-seat pricing available from the vendor (Admin AI tier referenced)	Published per-user starting pricing for basic tier	Published per-user starting pricing for standard tier
Suited to	Advisors seeking AI-enabled meeting and admin automation plus tax planning options	Teams prioritizing a modern CRM with workflow features	Firms seeking established CRM capabilities and integrations at lower starting cost
Key Strength	Advisor-focused meeting workflows and administrative automation; vendor-published retention controls and SSO	CRM usability and adoption focus; established CRM features	Established presence in advisor ecosystem; broad integrations
Key Weakness	Newer product category with evolving enterprise governance features; per-seat costs can scale	Not positioned as an AI meeting assistant; CRM migration effort may be required	Perceptions of legacy UX in some buyer conversations

01Competitive Landscape

Narrative analysis

Areas where Hazel/Thyme may have advantages:

Focus on advisor meeting workflows rather than general-purpose note taking
Integration potential with the Altruist custodian ecosystem, which may be relevant for firms on that platform
Vendor-published security signals (SOC 2 Type I and a recent penetration test) that provide more concrete detail than vendors that make only high-level security statements

Areas where competitors may have advantages:

Dedicated CRMs often have deeper system-of-record primitives, reporting, and a broader set of integrations
Dedicated tax planning vendors provide mature tax workflows and scenario analysis with longer track records in that specific domain
Some competitor note-taking or meeting tools may offer different enterprise controls that better match certain governance requirements

Adoption dynamics:

Hazel’s integration with Altruist provides a distribution channel; publicly reported counts of advisors on Altruist’s platform indicate a substantial potential addressable base, but this is not a direct measure of Hazel-specific adoption.

	Hazel (successor to Thyme)	Wealthbox CRM	Redtail CRM
Starting Price	Published per-seat pricing available from the vendor (Admin AI tier referenced)	Published per-user starting pricing for basic tier	Published per-user starting pricing for standard tier
Suited to	Advisors seeking AI-enabled meeting and admin automation plus tax planning options	Teams prioritizing a modern CRM with workflow features	Firms seeking established CRM capabilities and integrations at lower starting cost
Key Strength	Advisor-focused meeting workflows and administrative automation; vendor-published retention controls and SSO	CRM usability and adoption focus; established CRM features	Established presence in advisor ecosystem; broad integrations
Key Weakness	Newer product category with evolving enterprise governance features; per-seat costs can scale	Not positioned as an AI meeting assistant; CRM migration effort may be required	Perceptions of legacy UX in some buyer conversations