Solution 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
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 standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.
Free for you
Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.
Access to top advisors
86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.
Simple and fast
Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals and needs.
