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News & Events

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Jun 10, 2025

Jun 10, 2025

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2 min

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In the News: Financial Advisor Expansion Tool

Discover how Datalign's innovative GEOs is revolutionizing the way financial advisors connect with underserved communities. This AI-powered geographic expansion engine leverages advanced machine learning and a vast knowledge graph of over 200 million Americans to pinpoint areas in need of essential financial guidance. By harnessing over a decade of behavioral, financial, and demographic data, GEOs empowers advisors to improve outcomes for both themselves and their clients. Don't miss out on this groundbreaking development in the fintech sector—read more about it in Fintech Finance News and see how it's transforming the landscape of financial advisory services!

IN THE NEWS
IN THE NEWS
IN THE NEWS
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Fintech Finance News Logo
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Our team recently launched GEOs, an AI-powered geographic expansion engine. This tool serves as a valuable financial advisor expansion tool, helping advisors identify underserved consumers. 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 places 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. This is a critical aspect of a financial advisor expansion tool that improves outcomes for both parties.

Where was Datalign featured in the news?

Read more on Fintech Finance News, also known as FF News, a media and content production company specializing in the financial technology (fintech) sector. Established in 2015, the company has grown into a prominent source of fintech news, insights, and multimedia content. It serves a global audience of over 100,000 industry professionals. Advisors seeking a financial advisor expansion tool might find valuable insights here.

Check it out at the link below!

Read on Fintech Finance News

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 — revealing specific communities where expertise is needed but unavailable locally.

Examples of how GEOs 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 where 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, making up over 99 percent of all businesses statewide according to the U.S. Small Business Administration, but GEOs reveals which specific communities have high concentrations of these business owners lacking access to specialized tax guidance — opportunities invisible in standard market research.

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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.