Datalign Advisory, a Cambridge, a MA-based provider of an AI platform matching consumers with leading financial advisors, raised $5M in Seed funding, at $75M valuation.
The round, which brought the total amount to $9M, was led by Link Ventures.
The company intends to use the funds to further accelerate the development of innovative AI and ML capabilities to transform how financial advisors serve their clients.
Founded in 2022, Datalign Advisory helps users to find financial advice by connecting consumers and financial advisory firms on its proprietary platform. Its AI-enhanced platform is designed to create connections and financial outcomes. Leveraging data and AI-powered analytics, its marketplace enables an experience for both consumers and advisory firms by aligning their needs to create one-to-one matches. The company has already launched a number of AI Initiatives in the last six months, including:
- AI Lead Performance Monitoring analyzes historic performance and behavioral data to predict a prospect’s suitability and likelihood of conversion before an RIA receives the match, ensuring connections for both prospects and RIAs.
- The Datalign Knowledge Graph (Graph). By leveraging AI and Machine Learning (ML) predictive models, Graph helps determine the best RIA-prospect fit during the matching process, ultimately streamlining the onboarding experience and improving outcomes for both consumers and advisors by aggregating over a decade of behavioral, financial, and demographic data across hundreds of variables for more than 200 million Americans. This tool tracks life events and factors to generate accurate predictions about both current and future financial needs.
- Geographic Expansion Optimization (GEOs), an AI-powered targeting tool analyzing market data to identify new geographic markets where an RIA’s services and advisors can offer value to meet existing consumer demand. Datalign’s Enterprise partners using the tool have already seen a month- over-month lead volume increase of 35% and their total AUM referred has grown by a compound monthly rate of 15% since leveraging GEOs recommendations.
The investment follows a year of 300% growth, with Datalign referring nearly $40 billion in assets to Registered Investment Advisor (“RIA”) firms at the end of 2024, compared to $14.8 billion at the end of 2023.
FinSMEs
11/02/2026