Datalign Advisory.

Here is a thing about hiring a financial advisor: almost nobody knows how to do it. You are supposed to hand a stranger the keys to your retirement, and the standard process for finding that stranger is roughly a Google search, a cousin's recommendation, and a queasy feeling that you are being sold something. The incentives are murky. The person who calls you may be paid to sell you a product rather than to be right. This is a bad way to run a $30-trillion advice industry, and Datalign Advisory is a bet that the fix is boring, mechanical, and overdue.

Datalign is a marketplace. You answer a short questionnaire - your goals, your assets, your stage of life, how you like to communicate - and its software hands you exactly one match: a vetted fiduciary Registered Investment Advisor firm that, on paper, fits you. Not a list of twelve. One. You schedule a no-obligation call. If you don't like it, you walk, and it costs you nothing, because it always costs you nothing. The consumer never pays. The advisor pays Datalign a referral fee for the introduction.

That last sentence is the whole company. In a two-sided marketplace, the single most important design decision is who pays, because whoever pays is who you actually serve. Datalign put the bill on the advisor's side of the table and kept the consumer side free. That's a deliberate choice about alignment, and "alignment" is - conveniently - right there in the name.

"Simplify your search for the right fiduciary financial advisor."

The word doing quiet work there is fiduciary. A fiduciary advisor is legally obliged to act in your interest, not merely to recommend something "suitable." Datalign's pitch is that it only routes you to firms that meet that bar - and that its curation is a feature, not a formality. The company says 86% of its partner firms have appeared on Barron's Top 100 RIA list. When you are matching a person who has money with a person they'll have to trust, the vetting isn't overhead. It's the product.

In 2024 Datalign said it grew 300% and referred nearly $40 billion in assets to RIA firms - up from $14.8 billion the year before. Growth like that is not luck. It is what happens when you take an unpleasant, high-stakes chore and compress it into two minutes of work, then repeat that across all fifty states.

Datalign launched in 2022 out of Cambridge's Kendall Square, within the orbit of early-stage backer Link Ventures. In 2023 it brought in Satayan Mahajan as CEO - a serial entrepreneur who spent 8+ years at Amazon as a general manager and head of product before trading e-commerce for fiduciary matchmaking.