News Release: April 15, 2025 -- Announcing our new Chief Technology Officer.

• MIT graduate Andy Berkheimer returns to Cambridge roots after transforming how billions use technology.

• Will lead Datalign's engineering team and advance AI capabilities as chief technology officer, a position that plays a critical role.

• Plans to expand team and introduce more personalized financial connection tools.

Datalign welcomes Andy Berkheimer to our team as Chief Technology Officer! Berkheimer embraces his role of CTO at Datalign with enthusiasm.

In this role, the senior engineering executive will lead Datalign's growing engineering team. They will also advance its generative AI and machine learning capabilities as chief technology officer. This is to meet the surging demand for personalized and trusted financial guidance.

Who is Andy Berkheimer?

Across his 25-year career, Berkheimer has led teams building consumer and enterprise-facing platforms. These platforms transformed how billions engage with technology. In his decade-plus tenure at YouTube, he guided the platform through three phases. Firstly, scaling high-quality video delivery to billions of users. Secondly, leading the transition to mobile and smart TVs. Finally, the transformation into a personalized destination during a period of tremendous growth. Most recently at Meta's Reality Labs, he applied this expertise in technology innovation to next-generation enterprise collaboration tools.

Datalign recently secured a $9 million investment following 300% year-over-year growth. In 2024, the company matched $40 billion in assets with over 7,000 trusted advisors. To help lead its next phase of growth, Datalign has brought on Berkheimer, an MIT graduate returning to his Cambridge roots as their chief technology officer.

"Datalign is transforming how Americans discover and connect with financial guidance at a time when they need it most," said Satayan Mahajan, CEO of Datalign Advisory. “Andy's expertise in building personalized, high-trust platforms perfectly aligns with our mission. We aim to use technology to connect people in meaningful ways. I'm excited to welcome Andy to the team and see his impact across Datalign.”

What will Andy Berkheimer do at Datalign?

As CTO, Berkheimer will lead Datalign's engineering team to enhance its financial advisory matching platform. He will also scale the company's AI infrastructure. Berkheimer aims to accelerate the company's market traction by expanding the team. Additionally, he is developing advanced generative AI and ML capabilities to scale their connections. This helps Registered Investment Advisors ("RIAs") connect with potential clients.

"Throughout my career, I've seen how small, passionate teams can transform entire industries,” said Berkheimer. “There's enormous untapped opportunity in bringing modern, consumer-oriented experiences to finance. I've seen the potential to unlock new ways of connecting people through personalized experiences. These leverage AI. I'm eager to help Datalign lead the way as chief technology overseer.”

In the coming months, Datalign plans to expand its engineering team under Berkheimer's leadership. They will introduce new AI capabilities. These will enhance how people connect with financial advisors. This will make the experience more intuitive, precise, and personalized.

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.