Datalign Advisory
HQ Address
1 Kendall Sq, Cambridge, MA 02139, United States
Website Address
Business introduction
Simplify your search for the right financial advisor
In minutes, you can connect with a trusted financial advisor who understands your goals, preferences and journey
Datalign Advisory is a financial technology company that connects Americans with fiduciary advisors through a free to use, AI-enhanced platform built for privacy, simplicity, and alignment.
We launched in 2022 from the heart of Cambridge’s innovation hub, with support from Link Ventures. As an SEC-registered business, we’ve built a platform that has already helped connect over US$50 billion in assets to 13,000 trusted advisors. 86% of advisors on Datalign’s platform appeared on the 2023 Barron’s Top RIA list.
Datalign Advisory Solutions
Datalign for Financial Advisors
How it works Our three-sided marketplace connects high-intent consumers, financial advisors and content providers via proprietary auction technology—creating exclusive 1:1 matches. Publishers attract high-intent consumers We connect you with consumers through articles, newsletters and other highly targeted marketing channels that they already follow. Our form screens for quality Think of it as a high-precision filter......
business needs
view solutionDatalign for Individuals
Your financial journey and life journey? They're the same adventure. Let us find you an advisor who can support your goals. Maximize every opportunity The value of financial advice grows with your portfolio, potentially adding thousands to millions in returns over time. SEC registered As a Registered Investment Advisor, Datalign is held to fiduciary......
