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Datalign Advisory raises $5M Seed funding at $75M valuation to expand AI-powered financial advisor matchmaking

Datalign Advisory provides an AI-powered platform that connects consumers with financial advisors, leveraging data and predictive analytics to ensure optimal matches.

Company name: Datalign Advisory
Location: Cambridge, MA
Industry: Financial Services

Funding details:

  • Amount: $5M (bringing total funding to $9M)
  • Investors: Link Ventures (lead investor)

Purpose of investment:

  • Accelerate AI and machine learning advancements to transform how financial advisors serve clients
  • Expand data-driven matchmaking capabilities for improved consumer-advisor connections

Leadership:

  • Founded in 2022

Product:
Datalign Advisory provides an AI-powered platform that connects consumers with financial advisors, leveraging data and predictive analytics to ensure optimal matches.

Key AI initiatives launched in the last six months:

  • AI Lead Performance Monitoring: Analyzes historical performance and behavioral data to predict a prospect’s suitability and likelihood of conversion before matching with a Registered Investment Advisor (RIA).
  • Datalign Knowledge Graph: Uses AI and machine learning models to determine the best RIA-prospect fit by analyzing over a decade of behavioral, financial, and demographic data across 200 million Americans. Tracks life events and factors to generate predictions about current and future financial needs.
  • Geographic Expansion Optimization (GEOs): AI-powered targeting tool that analyzes market data to identify new geographic markets where RIAs can offer services to meet consumer demand. Enterprise partners using GEOs have seen a 35% month-over-month increase in lead volume and 15% compound monthly growth in total assets under management (AUM) referred.

Growth and market impact:
Datalign Advisory experienced 300% growth in the past year, referring nearly $40 billion in assets to RIAs by the end of 2024, up from $14.8 billion in 2023.

Future plans:
With this funding, Datalign Advisory will continue enhancing its AI-driven matchmaking technology, refine its predictive models, and expand its platform to better connect financial advisors with consumers seeking financial guidance.

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