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Datalign Advisory
At Datalign Advisory, we are dedicated to simplifying the search for a financial advisor by redesigning how consumers match with vetted financial advisory firms. Focused on quality over quantity,…
Datalign Advisory
At Datalign Advisory, we are dedicated to simplifying the search for a financial advisor by redesigning how consumers match with vetted financial advisory firms. Focused on quality over quantity,…
TL;DR
Founded: 2022
Headquarters: Cambridge, Massachusetts
Product: AI-enhanced platform matching consumers to fiduciary financial advisors (RIA)
Reported 2023 referrals: $14.8B in referred assets (reported)
Recent funding: $9M seed (announced Feb 11, 2025)
Company Overview
Problem Domain
Consumer financial advisor discovery and matching; advisor referral marketplace.
Founded
2022
Industry
Financial Services
Funding Track Record
$9M
Link Ventures invested $5M in the transaction, bringing its total investment to $9M; reported post-money valuation $75M.
Investor Signal
“Link Ventures participation”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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