Total Funding
60
65
Total FundingSeed raised
Growth Score
-6 pts
Heat Score
-7 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Datalign Advisory is a Fintech company that connects Americans with trusted financial advisors.
Satayan Mahajan: Chief Executive Officer
Andy Berkheimer: Chief Technology OfficerPast Role: YouTube, Director of Engineering
About the Company
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 Datalign’s 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.
