Datalign Advisory

About

Datalign Advisory is a financial services company based in Cambridge, Massachusetts, founded in 2022. The company simplifies the process of finding a financial advisor by using AI-enhanced technology to connect consumers with vetted financial advisory firms. Datalign focuses on creating meaningful connections, ensuring that each client's unique financial needs are effectively addressed. The company offers a curated matching service that pairs clients with licensed fiduciary advisors based on their specific financial situations. Services provided by the advisors include retirement planning, tax strategies, and estate planning. Datalign's platform is free to use, and clients receive a complimentary consultation call with their matched advisor to assess compatibility. The company has reported referring over $14.8 billion in assets, highlighting its significant impact in the financial advisory sector.