Thyme
AcquiredYC S24San Francisco, US · Founded 2024 · 2 employees · 8 known investors
Thyme has partnered with Altruist to create Hazel, an AI product for wealth management professionals.
Also known as Hazel · Thyme, Inc
Founders & leadership· Y Combinator alumni (S24)
Thyme was founded in 2024 by Daniel Lantz and Fernando San Martin.
Investors · 8
Company profile
researched Aug 2026Thyme, Inc. is a software company that describes itself as building an operating system for financial advisors, with meeting intelligence as its core product. The application lets advisors prepare for upcoming client meetings by viewing a consolidated client profile and asking natural-language questions about it, then records and transcribes meetings held in person, online, or by phone, and generates summaries, action items, and draft follow-up emails.
Beyond meetings, Thyme offers AI-assisted client record management, document parsing of financial documents submitted by clients, and integrations that push tasks and notes into other systems in an advisor's technology stack. A client portal allows end clients to track assets, manage tasks, and pay for advisory services. According to the company, users have replaced legacy CRM and billing tools with Thyme.
Thyme was part of Y Combinator's Summer 2024 batch and is listed by YC as acquired with a team size of two. Its website states that Thyme has partnered with Altruist to create Hazel, described as AI for wealth professionals.
Founding story
Thyme was founded in 2024 by Fernando San Martin and Daniel Lantz, who had previously worked together at Capital One, Trovata, and Campfire (YC S23). Lantz, originally from Texas, worked as a software engineer at Capital One, Trovata, and Campfire; San Martin is an electrical engineer from Spain who moved to San Francisco and worked at the intersection of finance, software, and data at Capital One, Zippi (YC S19), and Trovata. They stated their mission as building better software tools for financial advisors.
Business model
Thyme sells software to financial advisory practices, positioning itself as a replacement for legacy CRM and billing systems, with subscription terms referenced in its website terms and conditions.
Traction
The company reports that users have replaced their legacy CRM and billing solutions with Thyme, and describes customer feedback citing hours saved each week and more complete meeting notes and tasks.
Latest developments
Thyme's website states the company has partnered with Altruist to create Hazel, AI for wealth professionals, and directs visitors to Hazel; Y Combinator lists Thyme's status as acquired.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Thyme positions itself as an AI-native alternative to legacy advisor CRM and billing software, offering meeting intelligence plus a client portal as an integrated stack.
Thyme combines automated meeting capture across in-person, online, and phone settings with AI-assisted CRM records, document parsing, integrations with advisors' existing tools, and a client-facing portal for asset tracking, tasks, and payments, rather than offering transcription alone.
Technology
The product applies AI to transcribe and summarize advisor-client meetings held in person, online, or over the phone, generate action items and draft follow-up emails, answer natural-language questions about client profiles, parse submitted financial documents, and sync notes and tasks into advisors' existing systems through integrations.
Go-to-market
At launch the founders solicited introductions to financial advisors through their network and Y Combinator's community, alongside a public launch promoted on LinkedIn.
US financial advisors and advisory practices; the company cites a market of more than 300,000 financial advisors in the United States that manage client relationships with dated contact-management tools.
Geography
Listed by Y Combinator in San Francisco; the corporate entity, Thyme, Inc, is registered in Virginia with an address in Richmond, Virginia, and one co-founder resides in Richmond.
History
The company was founded in 2024 and participated in Y Combinator's Summer 2024 batch, launching publicly as meeting intelligence for financial advisors. Y Combinator lists its status as acquired, and the company website states Thyme has partnered with Altruist to create Hazel, an AI product for wealth professionals.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Images
Competitors · 4
by search overlap
Companies competing with Thyme for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 3
launches, deals, and filingsY Combinator's company directory lists Thyme (Summer 2024 batch) with status "Acquired" and a team size of two.
Thyme's website announces that the company has partnered with Altruist to create Hazel, an AI product for wealth professionals, and that "Thyme is now Hazel."
Thyme announced its Y Combinator launch of an application covering meeting preparation, transcription, summarization, CRM syncing, and document parsing for financial advisors.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
Kevin Ryan’s AlleyCorp raises new $335 million fund, all in on early-stage bets | Fortunefortune.com · Jul 2026▸Research sources · 8
primary sources listed
- Thymemeetthyme.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Thyme do?
- Thyme built AI meeting intelligence and CRM software for financial advisors; it is now Hazel, an AI product with Altruist.
- Who founded Thyme?
- Thyme was founded by Daniel Lantz, Fernando San Martin in 2024.
- Who are Thyme's investors?
- Thyme's investors include Y Combinator, AlleyCorp, Concord Health Partners, CVS Health Ventures, Foresite Capital, Frist Cressey Ventures, Humana, Town Hall Ventures.
- Where is Thyme headquartered?
- Thyme is headquartered in San Francisco, US.