Domain Money expands its AI toolkit with Hazel, reaffirming its commitment to client-first standards. October 21, 2026 at 10:00 AM EDT i This article is third-party content and does not represent the views of this site. Tamar Securities, LLC make no guarantees regarding its accuracy or completeness. Key Takeaways: * Domain Money has adopted Hazel[1], Altruist's AI platform for financial advisors, across its team of CERTIFIED FINANCIAL PLANNER(R) professionals * Hazel automates time-consuming administrative tasks so CFP(R) professionals can focus on what matters most: their clients * The adoption supports the client-first standards that have earned Domain Money a 90+ NPS rating and a 4.8 out of 5-star Trustpilot rating Domain Money today announced it has added Hazel, the artificial intelligence platform built by Altruist for financial advisors and wealth managers, to its technology stack across its team of CERTIFIED FINANCIAL PLANNER(R) professionals. The integration is designed to reduce administrative burden and give CFP(R) professionals more time for high-value planning work, reinforcing the client-first standards that have helped Domain Money maintain a 90+ NPS rating and a 4.8-star Trustpilot rating among members. Domain Money limits the number of clients each CFP(R) professional works with, a standard designed to preserve the depth and personalization of its planning process as the company scales. By automating administrative work, Hazel is intended to help CFP(R) professionals use their time more effectively and continue to stay focused on their clients. "Our commitment to client-first standards only works if our advisors have the bandwidth to bring their full attention to every client. Hazel protects that bandwidth by automating administrative tasks, so our CFP(R) professionals can stay focused on building plans that can meaningfully change outcomes for members," said Adam Dell, CEO and Founder of Domain Money. "Every tool we adopt has to answer one question: does this help our CFP(R) professionals serve members better," said Adrianna Adams, CFP(R), Head of Financial Planning at Domain Money. "Hazel does that by enabling our advisors to continue to prioritize planning depth and put clients first." "We're excited about what Hazel can do for forward-thinking and growth-minded advisory firms, like Domain Money," said Ken Vincent, Head of Business at Hazel. "Hazel is built to support advisors by streamlining the work around the client relationship so they can focus on what matters most." About Domain Money Domain Money is a flat-fee, all-in-one wealth management firm built to make expert financial guidance accessible without asset minimums or AUM fees. Its team of expert CFP(R) professionals provides complete support across tax planning and personal tax filing, 0% AUM wealth management, estate planning support, retirement planning, and equity compensation, giving members a single place to plan for their full financial picture. Learn more at domainmoney.com. Domain Money Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Client satisfaction ratings referenced in this release, including NPS and Trustpilot scores, reflect member feedback as of the date of this release and are not a guarantee of future client experience or outcomes. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(R), and CFP(R)(with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. For important disclosures, please see domainmoney.com/legal. [1] Hazel is an artificial intelligence tool offered through Altruist Corp ("Altruist"). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel's capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel's outputs. "Every tool we adopt has to answer one question: does this help our CFP(R) professionals serve members better?" Adrianna Adams, CFP(R), Head of Financial Planning at Domain Money Contacts. Report this content If you believe this article contains misleading, harmful, or spam content, please let Tamar Securities, LLC know.

Advisor-Managed DAFs are now live on Altruist. Big news! Altruist and Endaoment have partnered to bring donor-advised funds right into the platform where advisors already work. Advisors can now lead their clients' giving alongside everything else they manage, with the DAF as a fully managed investment sleeve. You can find the LinkedIn post here or read more about the product on their website. Why Endaoment is (very) excited. This is the Endaoment API doing exactly what Endaoment built it to do, at real scale, for one of the industry's most innovative custodians. Endaoment want more institutions, custodians, RIA firms, wealthtech platforms, and even nonprofits to create their own DAF programs with Endaoment. Endaoment see DAFs as a vital part of a thorough wealth strategy and a necessary edge for maintaining long-term connections with clients and their heirs. This partnership sends a clear message to the broader fintech community that DAFs belong alongside every other account type. What Endaoment has opened up. Once a client authorizes it, their advisor can handle the entire DAF workflow: contributions, grant recommendations, and investment portfolios on the client's behalf, all directly in the platform. The client remains engaged in the enjoyable parts, like which causes to support, but can let their advisor lead. Endaoment expect richer conversations to follow, about values and legacy and not just the latest performance report. On the assets. Every contribution is an irrevocable gift to Endaoment as the sponsor. Clients and their advisors recommend grants, and Endaoment approve and send them. Meanwhile, the assets stay custodied at Altruist and managed by the advisor, so they never leave the book. Advisors set their own management fee and disclose it to clients separately. Its part. Its API lets partners offer DAFs as their own product, with Endaoment quietly behind the scenes. Advisors and clients never need a second login. As the 501(c)(3) sponsor, Endaoment review grant recommendations, send approved grants to nonprofits, and supply Altruist with nonprofit information and tax receipt data. And when a donation, fund, or grant needs the human touch, its Giving Services team helps move it across the finish line. The result? Giving becomes part of the plan year-round, not just the thing that happens in December. Client values shape the relationship long before a grant ever goes out, and advisors gain a meaningful new way to connect with the people they serve. Endaoment is thrilled to see Altruist bring giving in line with the rest of the book, and Endaoment can't wait to see what advisors do with it. Read more on their site About Endaoment: Endaoment is a nonprofit that provides the technology and services for turning investments into impact. Endaoment give platforms and donors alike the infrastructure to convert any asset, from cash, stocks, and bonds to crypto and alternative assets like private equity, real estate, and pre-IPO shares, into transparent, tax-deductible support for any of more than 1.8 million nonprofits, with every gift verifiable onchain. Builders can embed giving directly into their own products through its modular API, and donors can give and invest in DAFs through the Endaoment app. Learn more at endaoment.org.