Press Releases

Press Releases

Apr 29, 2025

Apr 29, 2025

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Chief Design Officer Puneet Thariani Joins Datalign

Datalign Advisory adds Puneet Thariani as Chief Design Officer.

IN THE NEWS
IN THE NEWS
IN THE NEWS
Puneet Thariani
Puneet Thariani
Puneet Thariani

Table of contents

News Release: April 29, 2025 -- Announcing our new Chief Design Officer.

  • Datalign snags another innovator: this time, it's AI interface pioneer Puneet Thariani (ex-IBM Watson, Amazon) as Chief Design Officer.

  • Datalign is focused on revolutionizing AI-driven financial advisor connections.

  • Thariani's deep experience aims to create seamless, trusted financial guidance experiences.

Welcome Puneet Thariani as our Chief Design Officer!

A leading figure in artificial intelligence (AI) interface design, Thariani began his impactful work with IBM Watson in the early 2010s. Now, he will accelerate Datalign's mission to align Americans with financial advisors. These advisors can provide personalized and trusted guidance.

Who is Puneet Thariani?

Thariani joins Datalign from Amazon Web Services (AWS), Amazon's $90+ billion cloud computing division. He worked there on confidential projects 3-7 years ahead of the market. He also served as a lead user experience designer for Amazon's A9 division, which is the technology behind Amazon's search and advertising systems. 

Prior to Amazon, Thariani contributed to the groundbreaking AI interfaces of IBM Watson. This included its early applications for financial advisors supporting high-net-worth clients at DBS Bank in Singapore.

“We're in the middle of a paradigm shift in how consumers engage with AI in financial services. Human-Design interaction is at the beginning of a new break-out stage. We're excited about how we will lead this evolution in interaction,” said Datalign CEO Satayan Mahajan. “Traditional interfaces are based on "pre-AI" engagements. We need to re-think and re-invent how consumers engage with this new AI world. That's why we brought Puneet to the team.”

What momentum has Datalign seen in 2025?

Datalign adds Thariani weeks after Andy Berkheimer, a key engineering leader from YouTube's early days, joined the company as Chief Technology Officer. The leadership duo look to build on recent momentum, including a $9 million investment from Link Ventures. 

"We've all experienced that moment when technology just works. I've watched AI evolve from its early days at IBM Watson to today's more sophisticated systems. Yet, when it comes to something as important as financial guidance, the experience still isn't where it needs to be for most Americans," said Thariani. "I'm joining Datalign because they're taking on this exact challenge. They are reimagining how AI can create perfectly aligned connections between people and the trusted financial expertise they need.”

Who is Datalign Advisory?

Datalign Advisory is a financial technology company that connects Americans with fiduciary advisors through a free to use, AI-enhanced platform built for privacy, simplicity, and alignment.

We launched in 2022 from the heart of Cambridge’s innovation hub, with support from Link Ventures. As an SEC-registered business, we’ve built a platform that has already helped connect over $50 billion in assets to 13,000 trusted advisors. 86% of advisors on Datalign’s platform appeared on the 2023 Barron’s Top RIA list.

Built on trust, powered by technology, and designed for real-life — this is perfectly aligned finance. For news and updates, connect with us on LinkedIn.

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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.