
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, our team thoughtfully designed our AI-enhanced platform to create more meaningful connections and financial outcomes by aligning consumers’ and advisors’ unique needs to create suitable one-to-one matches.

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, our team thoughtfully designed our AI-enhanced platform to create more meaningful connections and financial outcomes by aligning consumers’ and advisors’ unique needs to create suitable one-to-one matches.
What they do: AI-enhanced platform that matches consumers with fiduciary financial advisors; free for consumers
Founded: 2022 — Cambridge, Massachusetts (spinout from Cogo Labs)
Funding: $9M seed at $75M post-money (led by Link Ventures)
Scale (company-stated): Over $50B in assets connected; 13,000 advisors
Company size: Approximately 26 employees
Matching consumers with appropriate fiduciary financial advisors and providing RIAs with qualified digital referral leads.
2022
Financial Services
$9M
Company press release states a post-money valuation of $75M and notes Link Ventures invested an additional $5M, bringing Link Ventures' total investment in Datalign to $9M.
“Seed round led by Link Ventures; principal owner disclosed as Impact Ready Holdings, LLC (indirectly owned by David Blundin).”
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