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Shaking hands over a win

Connecting high-intent clients to advisors.

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

Partner with us

Partner with us

Impact in numbers

Impact in numbers

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+

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 connect you with consumers through articles, newsletters and other highly targeted marketing channels that they already follow.

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

Think of it as a high-precision filter for paid search.

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

We handle the verification work, so you can focus on building connections.

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

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

Partnering since 2022

Meera Shah

Controller

“Vectura cut our month-end close time nearly in half. Our reporting is cleaner, our team is less stressed, and we finally trust our numbers.”

48%

Faster month-end close

32%

Increase in internal team satisfaction

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

Joe Anderson

CEO, Pure Financial Advisors

Partnering since 2022

Meera Shah

Controller

“Vectura cut our month-end close time nearly in half. Our reporting is cleaner, our team is less stressed, and we finally trust our numbers.”

48%

Faster month-end close

32%

Increase in internal team satisfaction

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

Joe Anderson

CEO, Pure Financial Advisors

Partnering since 2022

Meera Shah

Controller

“Vectura cut our month-end close time nearly in half. Our reporting is cleaner, our team is less stressed, and we finally trust our numbers.”

48%

Faster month-end close

32%

Increase in internal team satisfaction

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

What are your conversion rates/what should we expect?
icon

Conversion results vary based on market, communication style and follow-up consistency. The biggest drivers of success are speed and persistence — reaching out quickly, staying engaged and personalizing follow-ups. We work closely with our partners to share best practices and proven strategies that help improve conversion performance over time.

How much do leads cost/what's your pricing?
icon

Our pricing is based on assets-under-management (AUM) tiers, scaling with the size of the clients you’re seeking. We use a second-price auction model, so you’ll always pay just slightly more than the next highest bidder—never your full maximum bid. This ensures transparent, fair pricing while helping you secure the most valuable leads for your business.

Are these leads exclusive to us?
icon

Unlike other platforms that share each lead with 3-4 competing advisors, we provide exclusive 1-to-1 matching. When a prospect matches with you, you're the only advisor who receives their information. This eliminates competition, reduces prospect confusion and significantly improves your conversion rates.

How does the lead delivery process work?
icon

Leads are delivered in real-time via email with complete questionnaire responses (20+ data points). We also offer direct CRM integration through Zapier for seamless workflow. All leads are TCPA compliant for follow-up. The key to success is speed: call within 5 minutes for best results.

How quickly can we get started?
icon

Most partners launch within 1-3 weeks of signing. Timeline depends on your CRM integration needs and compliance requirements. Some advisors with simple email delivery can start immediately. We handle all technical setup and provide dedicated onboarding support.

What are your conversion rates/what should we expect?
icon

Conversion results vary based on market, communication style and follow-up consistency. The biggest drivers of success are speed and persistence — reaching out quickly, staying engaged and personalizing follow-ups. We work closely with our partners to share best practices and proven strategies that help improve conversion performance over time.

How much do leads cost/what's your pricing?
icon

Our pricing is based on assets-under-management (AUM) tiers, scaling with the size of the clients you’re seeking. We use a second-price auction model, so you’ll always pay just slightly more than the next highest bidder—never your full maximum bid. This ensures transparent, fair pricing while helping you secure the most valuable leads for your business.

Are these leads exclusive to us?
icon

Unlike other platforms that share each lead with 3-4 competing advisors, we provide exclusive 1-to-1 matching. When a prospect matches with you, you're the only advisor who receives their information. This eliminates competition, reduces prospect confusion and significantly improves your conversion rates.

How does the lead delivery process work?
icon

Leads are delivered in real-time via email with complete questionnaire responses (20+ data points). We also offer direct CRM integration through Zapier for seamless workflow. All leads are TCPA compliant for follow-up. The key to success is speed: call within 5 minutes for best results.

How quickly can we get started?
icon

Most partners launch within 1-3 weeks of signing. Timeline depends on your CRM integration needs and compliance requirements. Some advisors with simple email delivery can start immediately. We handle all technical setup and provide dedicated onboarding support.

What are your conversion rates/what should we expect?
icon

Conversion results vary based on market, communication style and follow-up consistency. The biggest drivers of success are speed and persistence — reaching out quickly, staying engaged and personalizing follow-ups. We work closely with our partners to share best practices and proven strategies that help improve conversion performance over time.

How much do leads cost/what's your pricing?
icon

Our pricing is based on assets-under-management (AUM) tiers, scaling with the size of the clients you’re seeking. We use a second-price auction model, so you’ll always pay just slightly more than the next highest bidder—never your full maximum bid. This ensures transparent, fair pricing while helping you secure the most valuable leads for your business.

Are these leads exclusive to us?
icon

Unlike other platforms that share each lead with 3-4 competing advisors, we provide exclusive 1-to-1 matching. When a prospect matches with you, you're the only advisor who receives their information. This eliminates competition, reduces prospect confusion and significantly improves your conversion rates.

How does the lead delivery process work?
icon

Leads are delivered in real-time via email with complete questionnaire responses (20+ data points). We also offer direct CRM integration through Zapier for seamless workflow. All leads are TCPA compliant for follow-up. The key to success is speed: call within 5 minutes for best results.

How quickly can we get started?
icon

Most partners launch within 1-3 weeks of signing. Timeline depends on your CRM integration needs and compliance requirements. Some advisors with simple email delivery can start immediately. We handle all technical setup and provide dedicated onboarding support.

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.