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.