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Shaking hands over a win

Datalign partnership program

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.

Partner with us

Partner with us

Scale and success: Datalign by the numbers

$50 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

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 can I partner with Datalign Advisory?
icon

Datalign Advisory works with brands and publishers on a performance basis to connect consumers with financial advisors. If you’re in media, financial services or serve an audience interested in building wealth, advisor matching can be a natural fit alongside what you already offer.

What types of publishers do you work with?
icon

We work with multi-channel marketers who reach audiences through content sites, paid search, social, email and display. Our partners typically operate in media, finance, lifestyle or wealth-building spaces and can generate qualified interest across their different traffic sources.

Who is Datalign’s audience?
icon

Our advisor network covers consumers across the country and all wealth levels. We’ve built a matching platform that pairs people with a single advisor based on what matters to them—their financial situation, goals and preferences.

What integration options do you offer?
icon

We’re flexible depending on what works for you: co-branded experiences, white-label solutions we manage, direct links to our form or technical integrations like redirects, pixels and API connections. We’ll help figure out what makes the most sense for your audience and setup.

What is your compliance approval process?
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We take compliance seriously to ensure consumers get accurate, balanced information when searching for an advisor. Our vetting process requires that all marketing content is truthful, substantiated and presents a fair view of both benefits and limitations. We don’t allow misleading statements, omitted facts or one-sided performance claims—everything needs to give consumers the complete picture. This rigorous approach helps maintain a fair marketplace where people can make informed decisions about their financial future.

How can I partner with Datalign Advisory?
icon

Datalign Advisory works with brands and publishers on a performance basis to connect consumers with financial advisors. If you’re in media, financial services or serve an audience interested in building wealth, advisor matching can be a natural fit alongside what you already offer.

What types of publishers do you work with?
icon

We work with multi-channel marketers who reach audiences through content sites, paid search, social, email and display. Our partners typically operate in media, finance, lifestyle or wealth-building spaces and can generate qualified interest across their different traffic sources.

Who is Datalign’s audience?
icon

Our advisor network covers consumers across the country and all wealth levels. We’ve built a matching platform that pairs people with a single advisor based on what matters to them—their financial situation, goals and preferences.

What integration options do you offer?
icon

We’re flexible depending on what works for you: co-branded experiences, white-label solutions we manage, direct links to our form or technical integrations like redirects, pixels and API connections. We’ll help figure out what makes the most sense for your audience and setup.

What is your compliance approval process?
icon

We take compliance seriously to ensure consumers get accurate, balanced information when searching for an advisor. Our vetting process requires that all marketing content is truthful, substantiated and presents a fair view of both benefits and limitations. We don’t allow misleading statements, omitted facts or one-sided performance claims—everything needs to give consumers the complete picture. This rigorous approach helps maintain a fair marketplace where people can make informed decisions about their financial future.

How can I partner with Datalign Advisory?
icon

Datalign Advisory works with brands and publishers on a performance basis to connect consumers with financial advisors. If you’re in media, financial services or serve an audience interested in building wealth, advisor matching can be a natural fit alongside what you already offer.

What types of publishers do you work with?
icon

We work with multi-channel marketers who reach audiences through content sites, paid search, social, email and display. Our partners typically operate in media, finance, lifestyle or wealth-building spaces and can generate qualified interest across their different traffic sources.

Who is Datalign’s audience?
icon

Our advisor network covers consumers across the country and all wealth levels. We’ve built a matching platform that pairs people with a single advisor based on what matters to them—their financial situation, goals and preferences.

What integration options do you offer?
icon

We’re flexible depending on what works for you: co-branded experiences, white-label solutions we manage, direct links to our form or technical integrations like redirects, pixels and API connections. We’ll help figure out what makes the most sense for your audience and setup.

What is your compliance approval process?
icon

We take compliance seriously to ensure consumers get accurate, balanced information when searching for an advisor. Our vetting process requires that all marketing content is truthful, substantiated and presents a fair view of both benefits and limitations. We don’t allow misleading statements, omitted facts or one-sided performance claims—everything needs to give consumers the complete picture. This rigorous approach helps maintain a fair marketplace where people can make informed decisions about their financial future.

expense-tracking

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.