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Simplify your search for the right financial advisor.

In minutes, you can connect with a trusted financial advisor who understands your goals, preferences and journey.

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Simplify your search for the right financial advisor.

In minutes, you can connect with a trusted financial advisor who understands your goals, preferences and journey.

Get Matched Now

Old retired couple walking on beach

You deserve trusted financial advice.

Your financial journey and life journey? They're the same adventure. Let us find you an advisor who can support your goals.

Customers Served

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Customers Served

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Customers Served

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Assets Referred

0+Billion

Assets Referred

0+Billion

Assets Referred

0+Billion

Certified Advisors

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Certified Advisors

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Certified Advisors

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Maximize every opportunity

The value of financial advice grows with your portfolio, potentially adding thousands to millions in returns over time.

What you are missing without an advisor

What you are missing without an advisor

Portfolio growth over a 25 year period

Portfolio growth over a 25 year period

Source:

Vanguard Advisors Alpha Report

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Middle aged couple looking to each other
Middle aged couple looking to each other

Why Americans trust Datalign

Over 90,000 people from all 50 states have found their financial advisor through Datalign — find out why.

Get Matched Now

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SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

SEC Registered

As a Registered Investment Advisor, Datalign is held to fiduciary standards in how we handle your information. Our platform is built with advanced security measures to safeguard your personal data.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Free For You

Our network of advisors is competing for your business. There are no fees to you for using our platform, regardless of whether you end up choosing the advisor we recommend.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Access to Top Advisors

86% of RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

Simple & Fast

Your time is valuable. Our AI-enhanced platform does the filtering for you, so you’re connected with one firm aligned to your financial goals & needs.

How it works

Our free AI-enhanced platform analyzes your financial situation and connects you with one advisory firm.

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  • Answer a few questions about your financial situation and preferences. We'll ask about your income, savings, investment goals and how you prefer to communicate.

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    Immediately, our system reviews your profile and connects you with one advisory firm aligned to your goals and needs.

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    Review your match and schedule a no-obligation introductory call — whenever it works for you.

The Aligned Perspective

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Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.

Cambridge, MA, USA

@ 2025 Datalign Advisory. All rights reserved.

Datalign Advisory, Inc. (“Datalign Advisory”) is a solicitor for the third-party advisors on our platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This referral fee varies based on the information you supply in the Questionnaire and the desired client profile of the Matched Advisor. In return, we provide the Matched Advisor with the information you provide us through our Questionnaire, including phone number and e-mail address. This fee is paid solely by the Matched Advisor and is paid to Datalign Advisory regardless of whether or not you become a client of the Matched Advisor. There are no fees to you for the use of our platform. Datalign Advisory is not otherwise affiliated with the Matched Advisor and does not provide investment advice on its behalf.Participating Advisers pay us a fee for each Investor introduction. Participating Advisers may pay different levels of fees based on a combination of demand and profile of the Investors matched and introduced. This creates a conflict of interest because we could generate more revenue by introducing Investors to the Participating Adviser willing to spend the most, rather than the adviser that best suits an Investor’s needs. We mitigate this risk by only introducing Investors to Participating Advisers that are deemed suitable and match based on information Investors self-report through our platform. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay us the highest referral fee, as determined through an auction.

Datalign Advisory, Inc. (“Datalign Advisory”) is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Datalign Advisory provides referrals to third-party investment advisors based on consumers’ financial information, services required, and preferred relationship with an investment advisor, as reported through our Questionnaire. Datalign Advisory does not manage client assets nor provide investment recommendations. Datalign Advisory’s form ADV Part 2A is available here, and the Form CRS here.