News Release: June 10, 2025 — Announcing an innovative advisor expansion tool, GEOs. This tool is designed to revolutionize the way advisors grow their businesses.

We expect to announce additional AI-powered tools in the coming months as part of our mission. This mission aims to align Americans with the right advisor and ensure advisors have access to AI-powered tools to unlock organic growth. Read more below about how the advisor expansion tool impacts advisors!

What is GEOs?

GEOs uses AI and machine learning predictive models. It also employs a knowledge graph of over 200 million Americans to guide advisors to underserved communities. These are communities where Americans need retirement planning, tax strategy, estate planning, and other guidance but can't find an appropriate match locally. By aggregating over a decade of behavioral, financial, and demographic data across hundreds of variables, GEOs streamlines how advisors discover and connect with underserved consumers.

In a pilot, an advisor using Datalign’s GEOs achieved the following results:

• 12% boost in revenue from new clients

• 11% lower cost per lead

• 9% more leads

Said Satayan Mahajan, CEO at Datalign Advisory:

"We're using our data and expertise to build an engine that can help advisors discover untapped opportunities and connect with the consumers who need them most. Finding the right markets to grow your practice shouldn't cost a fortune or feel like shooting in the dark. GEOs eliminates the uncertainty and expense, giving advisors the insights they need to expand strategically while helping consumers access the financial guidance they're seeking."

Who can use GEOs?

GEOs is now available exclusively to fiduciary advisors on Datalign's platform. Interested RIAs can contact their Customer Success Manager or email advisors@datalignadvisory.com. This allows them to connect with our advisory team to explore the potential of the advisor expansion tool.

How does GEOs take the guesswork out of growth for financial advisors?

Mark Casady, General Partner & Co-Founder, Vestigo Ventures and former CEO of LPL Financial, offered his perspective:

“Throughout my career in wealth management, the most enduring challenge wasn’t just growing — it was growing with purpose. For too long, our industry has relied on intuition and word-of-mouth to guide strategic decisions. What Datalign is building with GEOs and other AI innovations represents a fundamental shift. It empowers advisors to see around corners, to grow intelligently, and to spend more time doing what truly matters — deepening relationships and delivering transformative value to their clients.”

At launch, GEOs delivers three core capabilities:

• Strategic Expansion: Data-driven recommendations for advisors looking to extend their geographic reach. This includes both in-person or virtual services, showing exactly which communities need their specialization.

• Market Opportunity: Analysis of promising regions for new advisor connections. This analysis factors in demographic trends, community needs, and current advisor availability in specific service areas.

• Growth Modeling: Predictive analytics that estimate where an advisor's expertise can have the greatest impact. It calculates highest conversion potential in underserved communities.

Why are insights from GEOs meaningful for financial advisors?

While public demographic data reveals broad market trends, it can't pinpoint where genuine demand exists without adequate advisor coverage. That's where Datalign's proprietary dataset of successful advisor-client connections creates a competitive advantage. It reveals specific communities where expertise is needed but unavailable locally.

Examples of how GEOs and the advisor expansion tool can support advisors include:

• Retirement Planning in Florida: A retirement specialist can see that while Florida's 65+ population will expand, GEOs identifies the exact ZIP codes. In these areas retirees are actively seeking help but can't find qualified local advisors — allowing precise targeting instead of competing in oversaturated markets.

• Tax Planning in Texas: A tax specialist knows that Texas is home to 3.2 million small businesses. These make up over 99 percent of all businesses statewide according to the U.S. Small Business Administration. However, GEOs reveals which specific communities have high concentrations of these business owners. These areas lack access to specialized tax guidance — opportunities invisible in standard market research.

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 our 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.