Datalign Advisory
Business Services · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1 Kendall Sq Ste B2102, Cambridge, Massa...Website
www.datalignadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Datalign Advisory
Datalign Advisory is dedicated to redesigning and simplifying the journey to find financial advice by connecting consumers and vetted financial advisory firms on its proprietary platform. Focused on quality over quantity, Datalign's AI-enhanced platform is designed to create more meaningful connections and financial outcomes. Leveraging data and AI-powered analytics, Datalign's three-sided marketplace enables a streamlined, efficient, and improved experience for both consumers and advisory firms by aligning their unique needs to create one-to-one matches. Based in Cambridge, Massachusetts, Datalign was founded in 2022 and is backed by Link Ventures.Explore more
Popular SearchesDatalign Advisory IncDatalign Advisory LLCDatalign AdvisoryDatalign Advisory ExpandsSIC Code 73,737NAICS Code 54,541Show moreDatalign Advisory Org Chart
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Datalign Advisory financials insights
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2025
Angel/Seed
$5M
Private Equity
$2M
Datalign Advisory Tech Stack
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Datalign Advisory News & Media
Datalign Advisory Taps Carmen Vetere as Chief Marketing Officer
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Datalign Advisory announced Carmen Vetere has joined as Chief Marketing Officer. Vetere will lead and expand consumer growth initiatives, accelerate the direct-to-consumer marketing program, and broaden strategic partnerships as Datalign meets surging consumer demand for professional financial advisors. With experience at multiple Boston-based growth companies, Vetere brings more than two decades of marketing leadership across the fintech, healthcare, e-commerDatalign Launches GEOs, an AI-Powered Geographic Expansion Engine for Financial Advisors
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Datalign Advisory launched GEOs, an AI-powered geographic expansion engine to help financial advisors identify underserved consumers. GEOs uses AI and machine learning predictive models along with a knowledge graph of over 200 million Americans to guide advisors to underserved communities where Americans need retirement planning, tax strategy, estate planning, and other guidance but can't find an appropriate match locally. By aggregating over a decade of behavDatalign Advisory Welcomes YouTube Engineering Pioneer Andy Berkheimer as Chief Technology Officer
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Datalign Advisory, an AI-powered company connecting Americans with trusted financial advisors, named Andy Berkheimer as Chief Technology Officer.Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
Link Ventures invested $5 million in Datalign for its AI platform matching consumers with leading financial advisors
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Datalign Advisory is dedicated to redesigning and simplifying the journey to find financial advice by connecting consumers and vetted financial advisory firms on its proprietary platform. Focused on quality over quantity, Datalign's AI-enhanced platform is designed to create more meaningful connections and financial outcomes. Leveraging data and AI... Read More
