Datalign Advisory provides a free AI‑enhanced platform that matches individual investors with a single, fiduciary‑bound Registered Investment Advisor based on a concise questionnaire of financial goals and communication preferences. The proprietary algorithm selects the best‑fit advisor from a vetted network, delivers the client’s contact information to the advisor, and enables users to schedule an introductory call, while advisors pay a referral fee.
Funding
$2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Consumers seeking professional wealth management must navigate a fragmented advisor market, evaluate credentials, and negotiate fees, often spending significant time without assurance of a fiduciary match that aligns with their financial goals and communication preferences.
Solution
Datalign Advisory offers a free, AI‑enhanced matchmaking platform that collects a concise set of financial and preference data from users, runs the profile through a proprietary algorithm, and returns a single, precision‑matched Registered Investment Advisor (RIA). The platform leverages a competitive network of fiduciary advisors, ensuring that the recommended firm meets the user’s stated objectives and communication style. Matched advisors receive the client’s contact information and a referral fee, while users can schedule a no‑obligation introductory call at their convenience. All data are encrypted and stored in compliance with SEC fiduciary standards, providing a secure, streamlined path from discovery to engagement without any cost to the consumer.
Target Audience
The service targets individual investors—ranging from early‑career savers to high‑net‑worth clients—who want a fiduciary‑bound financial advisor aligned with their specific goals and communication preferences.
Features
- AI‑driven questionnaire that captures income, assets, investment goals, and preferred interaction style
- Proprietary matching engine that scores and selects the single most suitable RIA from a vetted network
- Real‑time referral delivery, including client contact details, to the chosen advisor for immediate outreach
- Secure, HIPAA‑level encryption and SEC‑mandated fiduciary data handling throughout the workflow
- Integration with a scheduling interface that lets users book introductory calls directly from the platform
- Advisor network composition includes 86 % of firms listed on the 2023 Barron’s Top 100 RIA list, ensuring high‑quality options
- Transparent, fee‑free experience for consumers; advisors pay a referral fee based on client profile and demand
- Compliance documentation (Form ADV, Form CRS) accessible via the platform for user verification