News & Events

News & Events

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Jun 4, 2025

Jun 4, 2025

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2 min

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In the News: Datalign Featured in AI Spotlight

Datalign Advisory's mission to perfectly align Americans with the right financial advisor has been featured in MGMT Boston, which examines how the Cambridge-based company is using AI to solve fundamental challenges in wealth management. The article explores Datalign's innovative approach to addressing the $84 trillion generational wealth transfer and the growing problem of misleading online financial advice, while highlighting the company's expansion plans and career opportunities.

IN THE NEWS
AI
IN THE NEWS
AI
IN THE NEWS
AI
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann
Julian Franky and Matt Hartmann

Table of contents

Every great AI innovation starts with a human problem worth solving. For us, it is perfectly aligning Americans with the right financial advisor at the right time and step in their journey. Stay informed with the latest Datalign AI News to see how we're achieving these goals. Following Datalign AI News offers valuable insights into our progress.

The timing couldn't be more critical. With $84 trillion moving between generations, 34% of investors act on misleading online financial advice. Traditional advisor discovery methods are failing American families when they need guidance most. Datalign AI News highlights these challenges and solutions.

Where was Datalign in the News?

In a new article, MGMT Boston examines how we're using AI to solve a fundamental challenge in wealth management. The piece also touches on our Cambridge-based team and future hiring needs. These are crucial for supporting our bold vision for supporting both consumers and fiduciary advisors. Stay up-to-date with Datalign AI News to learn more.

Check it out at the link below!

Read on Substack

What career opportunities exist at Datalign Advisory?

Datalign Advisory offers a dynamic career path for professionals eager to shape the future of personal finance. Founded in Cambridge, Massachusetts, the company is driven by a team of innovators from Amazon, Google and MIT. Datalign's culture is grounded in Amazon’s leadership principles. The culture emphasizes customer obsession, inventive thinking, and bold vision.

The company provides comprehensive health, dental, and vision insurance—including domestic partner benefits—along with a 401(k) match, Blue Bike membership, weekly catered lunches and a pet insurance stipend. Additionally, Datalign fosters an inclusive environment where diverse backgrounds are celebrated. Team members feel empowered to contribute across projects. Team testimonials highlight the excitement of building impactful products and the satisfaction of continuous learning. Whether you're in UX, engineering, analytics or product management, Datalign offers a place to grow and make a difference. We also aim to create useful content for investors and people seeking perspectives on financial advice. For example, read our guide on the top AI stocks of 2025.

To explore open roles, visit https://www.datalignadvisory.com/careers/

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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.