Client referrals and AI agents for financial advisors
Raised to date
$800K
of $800K offered across 1 Form D filing
Datalign Advisory matches consumers with fiduciary financial advisors through a free questionnaire, and advisors pay a referral fee for each introduction. It also sells Halo, an agentic AI platform that lets advisory firms build branded, client-facing AI agents grounded in their own content and client data. Responses from these agents pass through Datalign's compliance checks before reaching a client or advisor.
Combines a consumer-to-advisor referral marketplace with compliance-checked AI agents that cite their sources and score their confidence.
| Filed | Security | Sold of offered | Filing |
|---|---|---|---|
| Jun 16, 2026 | Other | $800K/ $800K | Form D |
Advisor lead generation
A short questionnaire that matches consumers with a fiduciary advisory firm, free to the consumer, with the matched advisor paying a referral fee.
Built for
Registered investment advisory and wealth management firms
