Datalign Advisory

Datalign Advisory, Inc

3 Investors

Financial Technology (FinTech)

CAMBRIDGE, MA

Datalign Advisory, Inc. is a financial technology company that operates an AI-powered platform to connect consumers with suitable financial advisors. The platform functions as a three-sided marketplace, serving consumers, Registered Investment Advisor (RIA) firms, and online publishers to streamline the client acquisition and financial planning process. Founded in 2022, the company uses predictive analytics to ensure high-quality matches, focusing on efficiency for both individuals seeking advice and advisory firms seeking growth.

Products & Team

AI-Powered Financial Advisor Matchmaking Platform

Lead Generation PlatformSeed

The company's core offering is an AI-enhanced platform that facilitates one-to-one matches between consumers seeking financial advice and vetted Registered Investment Advisor (RIA) firms. The platform operates on a B2B2C model, being free for consumers while generating revenue from a percentage of advisory fees from successful matches. It also provides a monetization channel for publishers by connecting their audience to financial services.

Value Proposition

For consumers, the platform solves the challenge of finding a trustworthy and suitable financial advisor amidst a crowded market. For advisory firms, it provides a source of highly qualified, targeted client leads, streamlining organic growth and improving client acquisition efficiency.

Pain Points

The service addresses the consumer's difficulty in finding a vetted, appropriate financial advisor and the advisor's challenge of inefficiently sourcing new, qualified clients.

AI Lead Performance Monitoring: Analyzes historical performance and behavioral data to predict a prospect's conversion likelihood before a match is made.Datalign Knowledge Graph: Utilizes AI to analyze over a decade of data on 200 million Americans to determine the best RIA-prospect fit, tracking life events to predict financial needs.Geographic Expansion Optimization (GEOs): An AI-powered tool that analyzes market data to identify new geographic areas for RIA expansion based on consumer demand.