Did you find what you were looking for?

Please let us know what we can do to help

Give feedback

Shaking hands over a win

Publisher Partnerships: Monetize Your Financial Audience with Datalign

Datalign helps your audience get matched with a financial advisor to improve their financial wellbeing. With compelling commissions, it helps you unlock additional monetization from your audience. A win for all.

Join our Publisher Network

Join our Publisher Network

A Financial Content Partnership That Performs

Turn your readers’ trust into measurable revenue with a financial content partnership built for modern publishers. Datalign helps you connect your audience to vetted, fiduciary financial advisors—without compromising user experience or editorial integrity. Our publisher monetization model is simple: you keep creating great personal finance coverage, and we turn high-intent clicks into qualified advisor matches. As part of our financial media network, you get access to conversion-optimized landing pages, secure lead routing, and transparent reporting. Whether you run a newsletter, blog, or comparison site, Datalign helps you monetize financial content responsibly and at scale with dedicated support for your team.

Scale and success: Datalign by the numbers

$80 Billion

$80 Billion

Assets referred

34%

Growth in consumers looking for financial professionals by 2034*

86%

Advisors on the Datalign platform are on the 2023 Barron’s Top 100 RIA list

52%

Share of investors seeking comprehensive planning rose from 29% in 2018*

Our vetting process

Our vetting process

We have a high bar when it comes to our Advisors.

Credentials

We have a network of over 13,000 advisors, 86% of whom appeared on the 2023 Barron's list. Advisors may hold professional designations including CFP, CFA or CPA certification — credentials that represent years of rigorous education and commitment to fiduciary standards

Client Reviews

Real client feedback provides insight into each advisor's service quality and approach. These reviews help us identify and select only the industry's best advisors—those who excel at communication, problem-solving and building lasting client relationships.

Experience

Our advisors bring deep experience across retirement planning, investment management, tax optimization and estate planning. Their expertise spans multiple market cycles, ensuring they can navigate complex financial situations and address sophisticated client needs.

Partner for Success

Partner for Success

We believe partnerships should benefit everyone. With strong commissions, streamlined experiences and access to leading advisors Datalign makes it easy to create the right solution for your audience.

We believe partnerships should benefit everyone. With strong commissions, streamlined experiences and access to leading advisors Datalign makes it easy to create the right solution for your audience.

We work with our partners on a shared success model, paying compelling commissions.

We work with our partners on a shared success model, paying compelling commissions.

We work with our partners on a shared success model, paying compelling commissions.

We connect each consumer with a single advisor who fits their preferences, keeping the process simple and stress-free.

We connect each consumer with a single advisor who fits their preferences, keeping the process simple and stress-free.

We connect each consumer with a single advisor who fits their preferences, keeping the process simple and stress-free.

We work with the top advisory firms in the U.S. 86% of the advisors on our network are in Barron’s 2023 Top 100 list.

We work with the top advisory firms in the U.S. 86% of the advisors on our network are in Barron’s 2023 Top 100 list.

We work with the top advisory firms in the U.S. 86% of the advisors on our network are in Barron’s 2023 Top 100 list.

From co-branded to white-label to custom, we offer flexible ways to work together.

From co-branded to white-label to custom, we offer flexible ways to work together.

From co-branded to white-label to custom, we offer flexible ways to work together.

Frequently asked questions

Answers to common questions about monetizing your content and traffic with us.

Join our network

Whether you’re ready to partner with us, or just want to learn more, our team is here to support you every step of the way.

Send a message

Do you prefer email? We're available at:

info@datalign.com

Join our network

Whether you’re ready to partner with us, or just want to learn more, our team is here to support you every step of the way.

Send a message

Do you prefer email? We're available at:

info@datalign.com

How does Datalign’s publisher program work?

Datalign helps your audience get matched with a financial advisor, and you earn commissions for the value you drive. The program is performance-based, designed to monetize your content and traffic while helping consumers find an advisor match.

What does “performance-based” mean?

It means you earn based on results (not impressions). Datalign partners with publishers “on a performance basis to connect consumers with financial advisors,” with a shared success model and commissions tied to performance outcomes.

How much can I earn as a publisher partner?

Earnings vary by partner and are driven by things like your traffic volume, traffic source mix, placement, and conversion quality. Datalign emphasizes “compelling/strong commissions” under a shared success model, but we do not publish a fixed rate card publicly.

What types of publishers does Datalign work with?

Datalign work with multi-channel marketers reaching audiences through content sites, paid search, social, email, and display. Partners typically operate in media, finance, lifestyle, or wealth-building spaces.

What content qualifies for the publisher program?

Content is a strong fit when it serves people interested in building wealth or finding financial guidance (common examples: investing, retirement, tax planning, estate planning, “how to choose an advisor,” etc.). Datalign’s publisher program is a natural fit if you’re in media/financial services or serve an audience interested in building wealth.

Are there content restrictions or compliance requirements?

Yes. Datalign requires marketing content to be truthful, substantiated, and balanced, including both benefits and limitations. We do not allow misleading statements, omitted facts, or one-sided performance claims.

Who is Datalign’s audience?

Datalign’s advisor network covers consumers across the country and all wealth levels, and our matching pairs a consumer with a single advisor based on their financial situation, goals, and preferences.

What integration options do you offer (links, white-label, API)?

Datalign offers multiple options, including co-branded experiences, white-label solutions, direct links to the form, and technical integrations like redirects, pixels, and API connections.

Will my audience get multiple advisor options or one match?

Datalign connects each consumer with a single advisor who fits their preferences to keep the experience simple and stress-free.

How do I get started as a publisher partner?

The simplest first step is to reach out through the “Partner with us” flow on our website, then we can align on your traffic sources, desired integration type (link vs. co-branded vs. white-label), and go over compliance requirements before launching.

How does Datalign’s publisher program work?

Datalign helps your audience get matched with a financial advisor, and you earn commissions for the value you drive. The program is performance-based, designed to monetize your content and traffic while helping consumers find an advisor match.

What does “performance-based” mean?

It means you earn based on results (not impressions). Datalign partners with publishers “on a performance basis to connect consumers with financial advisors,” with a shared success model and commissions tied to performance outcomes.

How much can I earn as a publisher partner?

Earnings vary by partner and are driven by things like your traffic volume, traffic source mix, placement, and conversion quality. Datalign emphasizes “compelling/strong commissions” under a shared success model, but we do not publish a fixed rate card publicly.

What types of publishers does Datalign work with?

Datalign work with multi-channel marketers reaching audiences through content sites, paid search, social, email, and display. Partners typically operate in media, finance, lifestyle, or wealth-building spaces.

What content qualifies for the publisher program?

Content is a strong fit when it serves people interested in building wealth or finding financial guidance (common examples: investing, retirement, tax planning, estate planning, “how to choose an advisor,” etc.). Datalign’s publisher program is a natural fit if you’re in media/financial services or serve an audience interested in building wealth.

Are there content restrictions or compliance requirements?

Yes. Datalign requires marketing content to be truthful, substantiated, and balanced, including both benefits and limitations. We do not allow misleading statements, omitted facts, or one-sided performance claims.

Who is Datalign’s audience?

Datalign’s advisor network covers consumers across the country and all wealth levels, and our matching pairs a consumer with a single advisor based on their financial situation, goals, and preferences.

What integration options do you offer (links, white-label, API)?

Datalign offers multiple options, including co-branded experiences, white-label solutions, direct links to the form, and technical integrations like redirects, pixels, and API connections.

Will my audience get multiple advisor options or one match?

Datalign connects each consumer with a single advisor who fits their preferences to keep the experience simple and stress-free.

How do I get started as a publisher partner?

The simplest first step is to reach out through the “Partner with us” flow on our website, then we can align on your traffic sources, desired integration type (link vs. co-branded vs. white-label), and go over compliance requirements before launching.

How does Datalign’s publisher program work?

Datalign helps your audience get matched with a financial advisor, and you earn commissions for the value you drive. The program is performance-based, designed to monetize your content and traffic while helping consumers find an advisor match.

What does “performance-based” mean?

It means you earn based on results (not impressions). Datalign partners with publishers “on a performance basis to connect consumers with financial advisors,” with a shared success model and commissions tied to performance outcomes.

How much can I earn as a publisher partner?

Earnings vary by partner and are driven by things like your traffic volume, traffic source mix, placement, and conversion quality. Datalign emphasizes “compelling/strong commissions” under a shared success model, but we do not publish a fixed rate card publicly.

What types of publishers does Datalign work with?

Datalign work with multi-channel marketers reaching audiences through content sites, paid search, social, email, and display. Partners typically operate in media, finance, lifestyle, or wealth-building spaces.

What content qualifies for the publisher program?

Content is a strong fit when it serves people interested in building wealth or finding financial guidance (common examples: investing, retirement, tax planning, estate planning, “how to choose an advisor,” etc.). Datalign’s publisher program is a natural fit if you’re in media/financial services or serve an audience interested in building wealth.

Are there content restrictions or compliance requirements?

Yes. Datalign requires marketing content to be truthful, substantiated, and balanced, including both benefits and limitations. We do not allow misleading statements, omitted facts, or one-sided performance claims.

Who is Datalign’s audience?

Datalign’s advisor network covers consumers across the country and all wealth levels, and our matching pairs a consumer with a single advisor based on their financial situation, goals, and preferences.

What integration options do you offer (links, white-label, API)?

Datalign offers multiple options, including co-branded experiences, white-label solutions, direct links to the form, and technical integrations like redirects, pixels, and API connections.

Will my audience get multiple advisor options or one match?

Datalign connects each consumer with a single advisor who fits their preferences to keep the experience simple and stress-free.

How do I get started as a publisher partner?

The simplest first step is to reach out through the “Partner with us” flow on our website, then we can align on your traffic sources, desired integration type (link vs. co-branded vs. white-label), and go over compliance requirements before launching.

expense-tracking

@ 2026 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.

@ 2026 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.

@ 2026 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.