"There are experts that specialize in a range of financial situations – and no one should feel intimidated to seek help," our CEO Satayan Mahajan told U.S. News & World Report. Thirty million Americans are retiring between now and 2030. Read the article from Jessica Walrack for Satayan's tips on how to avoid 4 #FinancialManagement disasters that come with aging. https://bit.ly/3xzkuJU Thank you to the team at U.S. News & World Report for the chance to share our passions to connect consumers to valuable financial advice.
Datalign Advisory
Financial Services
Cambridge, Massachusetts 696 followers
Simplify your search for the right financial advisor.
About us
At Datalign Advisory, we are dedicated to simplifying the search for a financial advisor by redesigning how consumers match with vetted financial advisory firms. Focused on quality over quantity, our team thoughtfully designed our AI-enhanced platform to create more meaningful connections and financial outcomes by aligning consumers’ and advisors’ unique needs to create suitable one-to-one matches.
- Website
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https://www.datalignadvisory.com/
External link for Datalign Advisory
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cambridge, Massachusetts
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
Get directions
1 Kendall Sq
Cambridge, Massachusetts 02139, US
Employees at Datalign Advisory
Updates
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We are thrilled to be included as a WealthManagement.com Wealthies finalist in the Technology Disruptor and Artificial Intelligence categories! This is yet another great recognition of the hard work and dedication our team puts in day in and day out to create better solutions for consumers and the advisory firms who serve them. Congratulations to all the finalists—looking forward to celebrating together in September! #WealthiesAwards #Innovation #Technology Satayan Mahajan, Hilary Malecha, John Wernz, David Blundin
Finalists of the 2024 Wealth Management Industry Awards 🏆 Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Click here to find out >> http://spr.ly/6041eFzjR #wealthies #wealthmanagementindustryawards #wealthmanagement
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🚀 Exciting times ahead! Thanks to Jon Chesto for profiling Datalign CEO Satayan Mahajan in today's Boston Globe Media. From our recent spinout from Cogo Labs to our ambitious plans for fund-raising in the next few years, we're on a robust trajectory to make a mark on the FinTech landscape. Read more: https://lnkd.in/gHR_H6qG #fintech #wealthmanagement #datalignadvisory
Satayan Mahajan returns to startup mode at Datalign, a Cogo Labs spinout - The Boston Globe
bostonglobe.com
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Come work with us! We're on the hunt for a senior full stack engineer with some pretty unique skills! Please do contact Ulrike (Ulli) Klein, Datalign's Chief of Staff or Autumn Patterson, Datalign's Head of Engineering, if you want to learn more about this position! Check out the job listing here: https://lnkd.in/ephyw8wY
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Yay! :)
Great news right before the weekend: we were named a finalist for the RIA Intel Awards' Most Innovative Technology Provider category! Honored to be have been selected out of over 300 submissions! https://lnkd.in/ez7D_F35
Announcing the 2024 RIA Intel Awards Finalists
riaintel.com
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This is so exciting!
Great news right before the weekend: we were named a finalist for the RIA Intel Awards' Most Innovative Technology Provider category! Honored to be have been selected out of over 300 submissions! https://lnkd.in/ez7D_F35
Announcing the 2024 RIA Intel Awards Finalists
riaintel.com
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Great news right before the weekend: we were named a finalist for the RIA Intel Awards' Most Innovative Technology Provider category! Honored to be have been selected out of over 300 submissions! https://lnkd.in/ez7D_F35
Announcing the 2024 RIA Intel Awards Finalists
riaintel.com
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Thanks to Michael Kitces for including us in the March #AdvisorTech issue! We know that organic growth continues to be a challenge for advisors. That's why we’re focused on quality over quantity—and why our close rate of nearly 20% markedly outpaces industry averages. We’re looking forward to what year three of our company has in store for our clients, partners, and the industry! Satayan Mahajan Hilary Malecha John Wernz #wealthtech #rias #datalignadvisory
This month's #AdvisorTech kicks off with news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise. And a number of interesting announcements and highlights: -Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data feeds solution in its AppExchange, dubbed Attune and powered by BridgeFT, as the CRM provider seems to come 'downmarket' into mid-sized independent advisory firms. -SEI invests $10M into TIFIN to support its development of new AI tools for wealth management, in a model that could both help SEI navigate the infamous "Innovator's Dilemma" of being a large incumbent trying to innovate. -Nebo Wealth partners with Advyzon Investment Management, LLC. (AIM)'s platform to 'TAMPify' its software. -Fabric Risk is acquired by MSCI Inc. as adoption continues to be sluggish for advisors building truly personalized-to-each-client portfolios. We also have some new additions to the "Financial AdvisorTech Solutions Map": -New Category: Business Valuation -Specialized Planning: EstateView, Sequence, Luminary -Compliance: RegVerse -Prospecting: Cashmere AI -E-Signature: SIGNiX Digital Signature & eNotary Technology -Business Valuation: BizEquity and Capitaliz https://bit.ly/3TfYqvT #advicers
The Latest In Financial #AdvisorTech (March 2024)
link.kitces.com
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Thanks to WealthManagement.com and Davis Janowski for the coverage of our achievements. It's been an exciting two years of growth and innovation for us! Our goal has always been to transform the advisory landscape with technology that prioritizes quality and compatibility over quantity -- for both consumers and advisory firms alike. Satayan Mahajan Hilary Malecha John Wernz
Our often grumpy #technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input. By Davis Janowski for WealthManagement.com
WealthStack Roundup: Datalign's Impressive Numbers
wealthmanagement.com
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It’s hard to believe that today is our 2-year anniversary 🎂 —time flies when you’re having fun! What better way to celebrate than by *officially* welcoming our CEO, Satayan Mahajan to the Datalign team! 👋🏼 With Satayan at the helm, we’re so excited to continue to scale, expand our AI offerings, and continue creating deep, meaningful connections between individuals and their advisors to help them reach their financial goals. 🏆 In our second year, we continued to redesign the consumer and advisor experience, creating a seamless match-making process for individuals in search of the perfect advisory firm tailored to their unique needs. With a nearly 20% conversion rate, firms successfully converted $2.8bn to AUM—markedly outperforming the industry average. 🚀 Check out our latest announcement to learn more: https://lnkd.in/ga3BUJnu Hilary Malecha John Wernz David Blundin #financialadvice #personalfinance #organicgrowth #wealthtech #fintech #martech #datalignadvisory
News & Insights
https://www.datalignadvisory.com