# Datalign Advisory

> Datalign Advisory is a Cambridge, Massachusetts fintech that uses an AI-enhanced platform to match everyday Americans with vetted, fiduciary Registered Investment Advisor (RIA) firms. Consumers answer a short questionnaire and get one personalized advisor match at no cost; advisory firms pay Datalign a referral fee for qualified introductions. Founded in 2022 out of the Link Ventures / Cogo Labs orbit, the company referred roughly $40 billion in assets to RIA firms in 2024 and raised $9M in total seed funding at a $75M post-money valuation.

- **Founded:** 2022
- **Headquarters:** Cambridge, Massachusetts, United States
- **Founders:** Rob Fisher (Founder (also CEO of Cogo Labs / Link Ventures ecosystem)), Andrew Johnson (Co-founder & first COO), Hilary Malecha (Co-founder), John Wernz (Co-founder & Executive Director)
- **Team size:** ~19-50 employees
- **Products:** Advisor Matching Platform, Datalign Knowledge Graph, AI Lead Performance Monitoring, Geographic Expansion Optimization (GEOs)
- **Notable:** Referred nearly $40 billion in assets to RIA firms in 2024 (up from $14.8B in 2023), 300% year-over-year growth in 2024, Matched 100,000+ people across all 50 states

## Products & services

- **Advisor Matching Platform** — A free, SEC-registered consumer platform. Users complete a short questionnaire and receive one personalized match to a vetted fiduciary RIA firm, then schedule a no-obligation intro call.
- **Datalign Knowledge Graph** — A predictive matching engine that analyzes data on 200+ million Americans to align consumers with the advisory firm most likely to fit their situation.
- **AI Lead Performance Monitoring** — AI tooling that scores and monitors lead quality for partner advisory firms to improve match and conversion outcomes.
- **Geographic Expansion Optimization (GEOs)** — A system to expand into new markets, reported to drive month-over-month lead-volume and AUM growth for partner firms.

## Achievements

- Referred nearly $40 billion in assets to RIA firms in 2024 (up from $14.8B in 2023)
- 300% year-over-year growth in 2024
- Matched 100,000+ people across all 50 states
- Raised $9M total seed funding at a $75M post-money valuation
- 86% of partner firms cited on Barron's Top 100 RIA list
- Reported nearly 100% partner retention

## Latest updates

- **2025-02** — Announced $9M total seed funding (including $5M from Link Ventures) at a $75M post-money valuation to accelerate AI-powered advisory solutions.
- **2024-12** — Reported referring nearly $40B in assets to RIA firms for the year, up from $14.8B in 2023, on 300% growth.
- **2023-01** — Satayan Mahajan (ex-Amazon GM and head of product) joined as CEO.
- **2022-02** — Datalign Advisory launched from Cambridge to provide partner-focused transparency for connecting users with financial advisors.

## Links

- Website: https://datalign.com
- LinkedIn: https://www.linkedin.com/company/datalignadvisory
- Twitter/X: https://twitter.com/dataalign
- Instagram: https://www.instagram.com/datalignadvisory/

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Profile page: https://yespress.io/datalign-advisory
Published by YesPress — https://yespress.io
Last updated: 2026-08-06