News & Events

News & Events

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Feb 10, 2026

Feb 10, 2026

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2 min

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In the News: InvestmentNews, Digital Wealth News Cover GEOsAI Expansion

GEOsAI is one of Datalign Advisory's flagship products. Read on to see how Digital Wealth News and InvestmentNews covered the expansion—and the impact advisors across the Datalign network have already seen.

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Our team recently expanded GEOsAI—our AI-powered geographic expansion engine. This expansion has been featured in several news sources including InvestmentNews and Digital Wealth News, two of the wealth management industry's most widely read publications. This launch followed Datalign's January release of Relationship AI, a prospect intelligence solution designed to alleviate manual research for financial advisors

The coverage highlights how GEOsAI is giving financial advisors a data-driven roadmap for identifying exactly where to open new offices and grow their practices. Follow Datalign AI News to stay current on our latest innovations.

Read the expansion release on GEOsAI from Datalign

Where Was Datalign in the News?

InvestmentNews featured GEOsAI in its weekly “Fintech Bytes" column, highlighting how the tool helps RIAs identify specific ZIP codes and communities where consumers are actively seeking financial advice but have limited access to local advisors. The piece noted that GEOsAI sits on top of Datalign's proprietary knowledge graph covering more than 200 million Americans with data spanning over a decade.

The article also shared pilot program results: an advisor using GEOsAI recorded the following:

  • 12% boost in revenue from new clients

  • 11% lower cost per lead

  • 9% more leads

Read the InvestmentNews coverage

Digital Wealth News also covered the expansion in its weekly “Advisor Tech Talk” column for the week of February 10, 2026. This section notes how GEOsAI transforms geographic expansion from guesswork into a data-driven strategy. The column also highlighted GEOsAI's evolution into a full site-selection engine and its role within Datalign's growing AI-native organic growth platform for RIAs.

Read the Digital Wealth News coverage

What is GEOsAI?

GEOsAI is Datalign Advisory's AI-powered geographic expansion engine, built on our proprietary knowledge graph of over 200 million Americans. It synthesizes more than a decade of behavioral, financial, and demographic data to reveal where genuine demand for financial advice exists—helping advisors make expansion decisions backed by real consumer need rather than intuition.

What's New with GEOsAI?

The announcement marks a significant milestone for Datalign, as GEOsAI has evolved from its initial launch as a market intelligence tool in June 2025 into a complete site-selection engine for organic growth. The coverage also underscores the real results advisors are already seeing, including an 11.4% increase in scheduled appointments and 15% lower cost per lead for one advisor who expanded their geographic coverage with GEOsAI input.

Who can use GEOsAI?

GEOsAI is accessible to all fiduciary advisors on Datalign's platform, with paid access available to RIAs outside the Datalign network. To explore how GEOsAI can inform your site-selection strategy, contact your Customer Success Manager or email advisors@datalignadvisory.com.

Connect with Datalign Today

We're always eager to connect—whether you're a financial advisor, a consumer seeking more information, or someone exploring the future of finance and AI. If you'd like to learn more about what we do or how we can help you on your unique journey, we'd love to hear from you!

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Perfectly Aligned

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.

Perfectly Aligned

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.

Perfectly Aligned

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.