Datalign Advisory | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Analytics & Tracking
Email & Communication
Keywords & Focus Areas
Datalign Advisory
Overview
Datalign Advisory is a technology-driven financial advisory company based in Cambridge, Massachusetts. Founded in 2022, it focuses on connecting consumers with trusted financial advisors through an AI-enhanced platform. The organization operates as a Registered Investment Advisor, ensuring adherence to fiduciary standards and protecting client information.
The firm provides an AI-powered matching platform that evaluates consumers' financial goals and preferences to recommend suitable advisory firms. It assists high net worth individuals and emerging wealth consumers in connecting with vetted financial advisors for wealth building and retirement planning. Datalign also offers educational resources to empower users on financial topics, striving to simplify the process of obtaining personalized financial guidance and make it more efficient and accessible.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 2022 |
| Headquarters | 1 Kendall Square, Cambridge, Massachusetts, United States, 02139 |
Contact Details
- Phone: +1 617-407-2217
- Website: datalignadvisory.com
- LinkedIn: linkedin.com/company/datalignadvisory
Key Focus Areas & Initiatives
- Wealth management
- Client-advisor fit
- Personalized financial advice
- Industry-leading advisory firms
- Financial advisory and consulting
- Network of RIAs
- AI platform
- Advisor matching
- Disclosure checks
- Vetting process
- Top-ranked RIAs
- Personalized matching
- Financial planning
- Client profiling
- Financial services
- Vetted advisory firms
- Financial advisor matching
- AI-enhanced platform
- Regulatory compliance
- Disclosure and privacy protection
- AI-driven filtering
- Disclosure compliance
- B2C
- Services
- Management consulting services
- Financial advisor
- Investment advisory
- Retirement planning
- Estate planning
- Lead generation
- Investment management
- Financial technology
- Law practice
- Legal services
- Marketing & advertising
- Sales
- Finance technology
- Information technology & services
Technologies Used
- Circle
- CloudFlare Hosting
- Cloudflare DNS
- Gmail
- Google Apps
- Google Font API
- Google Tag Manager
- Hotjar
- Mobile Friendly
- Outlook
- Remote
- Visual Website Optimizer
- WordPress.org
- Zendesk
Community
