financial-advisor-matching
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SmartAsset’s real business begins after the calculator
Millions arrive with a money question. SmartAsset turns some of those questions into introductions to financial advisors - then sells the software to keep the conversation going.
Zoe Financial
Zoe Financial is a New York-based wealthtech company that connects individuals and families with vetted, independent fiduciary financial advisors while giving those advisors an all-in-one platform to run their practices. Founded in 2018 by former J.P. Morgan executive Andres Garcia-Amaya, Zoe pairs a rigorous advisor-matching service - it screens out roughly 95% of applicant advisors - with wealth-management software that handles account opening, funding, automated rebalancing, tax-efficient investing, direct indexing, and commission-free fractional trading. The company raised a $29.6M Series B in 2025 led by Sageview Capital, bringing total funding to about $45M.
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.