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Shaking hands over a win

Grow Your Practice with Datalign Advisor Partnerships

We help RIAs scale their organic growth with highly qualified digital referrals using secure data-driven technology.

Join Our Financial Advisor Network

Join Our Financial Advisor Network

Connecting high-intent clients to advisors.

If you’re looking to join a financial advisor network built for fiduciary firms, Datalign can help you connect with people who are actively seeking advice. We deliver qualified client referrals by matching prospects to the right advisor based on goals, preferences, and key details—so first conversations start with context, not cold outreach. Unlike generic directories, Datalign is built to support sustainable advisor growth through better-fit introductions, clear verification, and a more efficient path from prospect to client. Spend less time prospecting and more time advising, without compromising your standards or client experience.

Impact in numbers

Impact in numbers

Datalign is built to create better introductions—not just more introductions. Here’s a snapshot of the demand, reach, and outcomes our partners care about.

Datalign is built to create better introductions—not just more introductions. Here’s a snapshot of the demand, reach, and outcomes our partners care about.

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+

How it works

How it works

Our three-sided marketplace connects high-intent consumers, financial advisors and content providers via proprietary auction technology—creating exclusive 1:1 matches.

01

01

01

Publishers attract high-intent consumers

We partner with trusted publishers and channels that consumers already follow. This creates inbound demand from people who are actively researching financial decisions—not browsing a list of names.

Publishing partners link to Datalign's platform within their content.

The form is strategically positioned to attract consumer attention.

Consumers are directed to Datalign by clicking on targeted ads.

02

02

02

Our form screens for quality

Prospects share key context up front—goals, timeline, preferences, and situation—
so you can quickly assess fit. Think of it as a high-precision filter that prioritizes
relevance over volume.

Customers complete a detailed financial profile to find their matching firm.

The form is strategically positioned to attract consumer attention.

Once verified, the lead is shown their matched RIA.

03

03

03

Get a verified digital referral

You receive a verified introduction with the details needed for a productive
first meeting. We focus on routing the right prospects to the right partners—
built for fiduciary, planning-led firms.

Prospects have verified contact information to ensure a better experience.

We run their information through additional checks before the leads are sold.

Matched firms receive leads, initiate outreach and provide feedback to enhance ad quality.

Why RIAs love Datalign

Most growth channels optimize for volume. Datalign optimizes for fit. Our partners use Datalign to improve first-call quality, reduce time spent qualifying, and build trust faster—without compromising the client experience.

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.

What our partners say about us

“Since partnering with Datalign, we've seen a significant uptick in quality digital referral that turn into appointments."

Joe Anderson

CEO, Pure Financial Advisors

"Geo-mapping has been a valuable tool in shaping our growth strategy, Datalign's ability to visualize target markets using demographic and economic data helps ensure our efforts are focused where they can have the greatest impact."

Chadd Webb

Vice President of Growth Operations at Modern Wealth Management

“I founded Evergreen to help families build lasting wealth—and that requires truly knowing each client. Relationship AI surfaces additional context that advisors simply wouldn't have access to otherwise. It's not just faster research; it's deeper insight. That's what turns a first call into a real relationship."

Bill Harris

CEO, Evergreen Wealth

“Since partnering with Datalign, we've seen a significant uptick in quality digital referral that turn into appointments."

Joe Anderson

CEO, Pure Financial Advisors

"Geo-mapping has been a valuable tool in shaping our growth strategy, Datalign's ability to visualize target markets using demographic and economic data helps ensure our efforts are focused where they can have the greatest impact."

Chadd Webb

Vice President of Growth Operations at Modern Wealth Management

“I founded Evergreen to help families build lasting wealth—and that requires truly knowing each client. Relationship AI surfaces additional context that advisors simply wouldn't have access to otherwise. It's not just faster research; it's deeper insight. That's what turns a first call into a real relationship."

Bill Harris

CEO, Evergreen Wealth

“Since partnering with Datalign, we've seen a significant uptick in quality digital referral that turn into appointments."

Joe Anderson

CEO, Pure Financial Advisors

"Geo-mapping has been a valuable tool in shaping our growth strategy, Datalign's ability to visualize target markets using demographic and economic data helps ensure our efforts are focused where they can have the greatest impact."

Chadd Webb

Vice President of Growth Operations at Modern Wealth Management

“I founded Evergreen to help families build lasting wealth—and that requires truly knowing each client. Relationship AI surfaces additional context that advisors simply wouldn't have access to otherwise. It's not just faster research; it's deeper insight. That's what turns a first call into a real relationship."

Bill Harris

CEO, Evergreen Wealth

Frequently asked questions

Answers to common questions about getting started and working with us.

Join our network

Whether you’re ready to partner with us, or just want to learn more, our team is here to support you every step of the way.

Send a message

Do you prefer email? We're available at:

info@datalign.com

Join our network

Whether you’re ready to partner with us, or just want to learn more, our team is here to support you every step of the way.

Send a message

Do you prefer email? We're available at:

info@datalign.com

Join our network

Whether you’re ready to partner with us, or just want to learn more, our team is here to support you every step of the way.

Send a message

Do you prefer email? We're available at:

info@datalign.com

How does Datalign source and generate high-intent prospects?

Datalign brings in prospects through a mix of publisher/content placements (articles, newsletters, and other targeted channels) plus targeted ads that drive consumers to our matching experience.

How does Datalign qualify prospects before introducing them to Advisory firms?

Prospects complete a detailed financial profile, then Datalign verifies key details before showing them their matched RIA. This works like a high-precision filter designed to improve lead quality.

What do you mean by a “verified digital referral”?

A “verified” referral means the prospect has verified contact information, and Datalign runs their information through additional checks before leads are sold—so your team can focus on outreach and relationship-building.

Are these referrals exclusive to our Advisory firm?

Yes. Datalign is built around exclusive 1:1 matching—when a prospect matches with you, you’re the only advisor who receives their information.

How much do referrals cost?

Pricing is based on AUM tiers (scaling with the size of the clients you’re targeting). It uses a second-price auction model, so you pay slightly more than the next highest bidder—not your full maximum bid.

If multiple firms are a fit, how is the final intro determined?

When multiple participating advisers are deemed equally suitable, the introduction may go to the adviser willing to pay the highest referral fee, determined through an auction (with suitability-based matching as the mitigation).

How does lead delivery work (and what do Advisors receive)?

Leads are delivered in real time via email or CRM integration and include complete questionnaire responses (noted as 20+ data points).

Can leads flow into our CRM automatically?

Yes. Datalign can support CRM integration via Zapier for a smooth workflow.

What should Advisors expect for conversion rates?

Conversion varies by market and your follow-up. The biggest drivers called out are speed and persistence—reaching out quickly, staying engaged, and personalizing follow-ups.

How quickly can new Advisors get started?

Most partners launch in 1–3 weeks after contract signing, depending on integration needs and compliance requirements. If you’re doing simple email delivery, you may be able to start immediately.

How does Datalign source and generate high-intent prospects?

Datalign brings in prospects through a mix of publisher/content placements (articles, newsletters, and other targeted channels) plus targeted ads that drive consumers to our matching experience.

How does Datalign qualify prospects before introducing them to Advisory firms?

Prospects complete a detailed financial profile, then Datalign verifies key details before showing them their matched RIA. This works like a high-precision filter designed to improve lead quality.

What do you mean by a “verified digital referral”?

A “verified” referral means the prospect has verified contact information, and Datalign runs their information through additional checks before leads are sold—so your team can focus on outreach and relationship-building.

Are these referrals exclusive to our Advisory firm?

Yes. Datalign is built around exclusive 1:1 matching—when a prospect matches with you, you’re the only advisor who receives their information.

How much do referrals cost?

Pricing is based on AUM tiers (scaling with the size of the clients you’re targeting). It uses a second-price auction model, so you pay slightly more than the next highest bidder—not your full maximum bid.

If multiple firms are a fit, how is the final intro determined?

When multiple participating advisers are deemed equally suitable, the introduction may go to the adviser willing to pay the highest referral fee, determined through an auction (with suitability-based matching as the mitigation).

How does lead delivery work (and what do Advisors receive)?

Leads are delivered in real time via email or CRM integration and include complete questionnaire responses (noted as 20+ data points).

Can leads flow into our CRM automatically?

Yes. Datalign can support CRM integration via Zapier for a smooth workflow.

What should Advisors expect for conversion rates?

Conversion varies by market and your follow-up. The biggest drivers called out are speed and persistence—reaching out quickly, staying engaged, and personalizing follow-ups.

How quickly can new Advisors get started?

Most partners launch in 1–3 weeks after contract signing, depending on integration needs and compliance requirements. If you’re doing simple email delivery, you may be able to start immediately.

How does Datalign source and generate high-intent prospects?

Datalign brings in prospects through a mix of publisher/content placements (articles, newsletters, and other targeted channels) plus targeted ads that drive consumers to our matching experience.

How does Datalign qualify prospects before introducing them to Advisory firms?

Prospects complete a detailed financial profile, then Datalign verifies key details before showing them their matched RIA. This works like a high-precision filter designed to improve lead quality.

What do you mean by a “verified digital referral”?

A “verified” referral means the prospect has verified contact information, and Datalign runs their information through additional checks before leads are sold—so your team can focus on outreach and relationship-building.

Are these referrals exclusive to our Advisory firm?

Yes. Datalign is built around exclusive 1:1 matching—when a prospect matches with you, you’re the only advisor who receives their information.

How much do referrals cost?

Pricing is based on AUM tiers (scaling with the size of the clients you’re targeting). It uses a second-price auction model, so you pay slightly more than the next highest bidder—not your full maximum bid.

If multiple firms are a fit, how is the final intro determined?

When multiple participating advisers are deemed equally suitable, the introduction may go to the adviser willing to pay the highest referral fee, determined through an auction (with suitability-based matching as the mitigation).

How does lead delivery work (and what do Advisors receive)?

Leads are delivered in real time via email or CRM integration and include complete questionnaire responses (noted as 20+ data points).

Can leads flow into our CRM automatically?

Yes. Datalign can support CRM integration via Zapier for a smooth workflow.

What should Advisors expect for conversion rates?

Conversion varies by market and your follow-up. The biggest drivers called out are speed and persistence—reaching out quickly, staying engaged, and personalizing follow-ups.

How quickly can new Advisors get started?

Most partners launch in 1–3 weeks after contract signing, depending on integration needs and compliance requirements. If you’re doing simple email delivery, you may be able to start immediately.

@ 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.