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Born in Cambridge, Massachusetts.

Datalign was founded in the innovation hub of Cambridge, Massachusetts. Our proximity to technology talent is an advantage for the consumers and advisors we serve.

Datalign Advisory Named "Financial Advisory Platform of the Year 2026" by FinTech Breakthrough.

Datalign Advisory Named "Financial Advisory Platform of the Year 2026" by FinTech Breakthrough.

Datalign Advisory Named "Financial Advisory Platform of the Year 2026" by FinTech Breakthrough.

Learn more

Trusted advisor matching, built around you

Finding the right financial advisor can feel confusing, time-consuming, and deeply personal. Datalign was built to make that process easier. As a fiduciary financial advisor matching platform, we connect individuals and families with vetted financial advisors who align with their goals, preferences, and financial needs. Datalign brings together smart technology and a human-centered approach so people can move forward with more clarity and confidence. Rather than sending you through a long list of options, we focus on creating a more thoughtful and supportive match experience. Today, that approach has helped Datalign serve more than 100,000 customers and refer over $80 billion in assets through a large advisor network. Datalign Advisory is registered with the U.S. Securities and Exchange Commission, reflecting our emphasis on transparency and accountability.

Finding the right financial advisor can feel confusing, time-consuming, and deeply personal. Datalign was built to make that process easier. As a fiduciary financial advisor matching platform, we connect individuals and families with vetted financial advisors who align with their goals, preferences, and financial needs. Datalign brings together smart technology and a human-centered approach so people can move forward with more clarity and confidence. Rather than sending you through a long list of options, we focus on creating a more thoughtful and supportive match experience. Today, that approach has helped Datalign serve more than 100,000 customers and refer over $80 billion in assets through a large advisor network. Datalign Advisory is registered with the U.S. Securities and Exchange Commission, reflecting our emphasis on transparency and accountability.

Small team, scaled impact

Small team, scaled impact

Our technology platform unites consumers seeking clarity with advisors offering trusted expertise.

Our technology platform unites consumers seeking clarity with advisors offering trusted expertise.

Customers Served

100,000+

Assets referred

$80 Billion+

RIAs on the Datalign platform are on the 2023 Barron's Top 100 RIA list

86%

Certified advisors

13,000+

"DatalignistransforminghowAmericansdiscoverandconnectwithfinancialguidanceatatimewhentheyneeditmost.”

"DatalignistransforminghowAmericansdiscoverandconnectwithfinancialguidanceatatimewhentheyneeditmost.”

Satayan Mahajan

Chief Executive Officer, Datalign Advisory

What makes Datalign different

Other firms

Shared leads means confused, overwhelmed customers and lower conversion rates

Limited geo targeting capabilities—can’t target specific ZIP codes or office areas

Often supply unqualified, low-intent audiences requiring more nurturing

Vectura

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Other firms

Shared leads means confused, overwhelmed customers and lower conversion rates

Limited geo targeting capabilities—can’t target specific ZIP codes or office areas

Often supply unqualified, low-intent audiences requiring more nurturing

The Datalign advantage

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Other firms

Shared leads means confused, overwhelmed customers and lower conversion rates

Limited geo targeting capabilities—can’t target specific ZIP codes or office areas

Often supply unqualified, low-intent audiences requiring more nurturing

The Datalign advantage

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Meet the team

Satayan Mahajan

Chief Executive Officer

Dave Blundin

Chairman of the Board

Andy Berkheimer

Chief Technology Officer

Puneet Thariani

Chief Design Officer

Ulli Klein

Chief of Staff

Liz Howard

VP, Finance

Sarah Campbell

Director of Data Science

News & Events

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GEOsAI Featured Company Logos

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Feb 10, 2026

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In the News: InvestmentNews, Digital Wealth News Cover GEOsAI Expansion

Company Logos

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Jan 26, 2026

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In the News: WealthManagement.com, Complete AI Training Cover Relationship AI Launch

Boston Fintech Week Logo

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Dec 8, 2025

•

In the News: CEO Satayan Mahajan at Boston Fintech Week

GEOsAI Featured Company Logos

Read more

Feb 10, 2026

•

In the News: InvestmentNews, Digital Wealth News Cover GEOsAI Expansion

Company Logos

Read more

Jan 26, 2026

•

In the News: WealthManagement.com, Complete AI Training Cover Relationship AI Launch

GEOsAI Featured Company Logos

Read more

Feb 10, 2026

•

In the News: InvestmentNews, Digital Wealth News Cover GEOsAI Expansion

Company Logos

Read more

Jan 26, 2026

•

In the News: WealthManagement.com, Complete AI Training Cover Relationship AI Launch

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@ 2026 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.

@ 2026 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.

@ 2026 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.