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A large grassy field with a building in the background

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.

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

90,000+

Customers Served

90,000+

Customers Served

90,000+

Assets referred

$50 Billion+

Assets referred

$50 Billion+

Assets referred

$50 Billion+

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

86%

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

86%

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

86%

Certified advisors

13,000+

Certified advisors

13,000+

Certified advisors

13,000+

"DatalignistransforminghowAmericansdiscoverandconnectwithfinancialguidanceatatimewhentheyneeditmost.”

"DatalignistransforminghowAmericansdiscoverandconnectwithfinancialguidanceatatimewhentheyneeditmost.”

Satayan Mahajan

Chief Executive Officer, Datalign Advisory

Meet the team

Satayan Mahajan

Chief Executive Officer

Satayan Mahajan

Chief Executive Officer

Satayan Mahajan

Chief Executive Officer

Dave Blundin

Chairman of the Board

Dave Blundin

Chairman of the Board

Dave Blundin

Chairman of the Board

Andy Berkheimer

Chief Technology Officer

Andy Berkheimer

Chief Technology Officer

Andy Berkheimer

Chief Technology Officer

Puneet Thariani

Chief Design Officer

Puneet Thariani

Chief Design Officer

Puneet Thariani

Chief Design Officer

Ulli Klein

Chief of Staff

Ulli Klein

Chief of Staff

Ulli Klein

Chief of Staff

Liz Howard

VP, Finance

Liz Howard

VP, Finance

Liz Howard

VP, Finance

Sarah Campbell

Director of Data Science

Sarah Campbell

Director of Data Science

Sarah Campbell

Director of Data Science

News & Events

See more

See more

See more

AI Journal Logo

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Oct 3, 2025

•

In the News: CEO Satayan Mahajan In “The AI Journal”

DWN & planadviser Logos

Read more

Oct 3, 2025

•

In the News: PlanAdviser, Digital Wealth News Cover Our Advisor Expansion Engine

Fintech Finance News Logo

Read more

Oct 3, 2025

•

In the News: Financial Advisor Expansion Tool

AI Journal Logo

Read more

Oct 3, 2025

•

In the News: CEO Satayan Mahajan In “The AI Journal”

DWN & planadviser Logos

Read more

Oct 3, 2025

•

In the News: PlanAdviser, Digital Wealth News Cover Our Advisor Expansion Engine

AI Journal Logo

Read more

Oct 3, 2025

•

In the News: CEO Satayan Mahajan In “The AI Journal”

DWN & planadviser Logos

Read more

Oct 3, 2025

•

In the News: PlanAdviser, Digital Wealth News Cover Our Advisor Expansion Engine

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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.