Datalign Advisory
Latest round
- Seed
Last raised
- Dec 2024
Total raised
- $4M
Investors
- 1
About Datalign Advisory
Founded in 2022 in Cambridge, US, Datalign Advisory, Inc. operates an advisor matching platform that facilitates connections between clients and carefully selected financial advisory firms. Satayan Mahajan is leading the firm as CEO as of 2025. Datalign Advisory focuses on providing a state-of-the-art advisor-matching platform designed to connect individuals with suitable financial advisory firms based on their financial goals and preferences. The core functionality of their service involves an AI-based platform that helps in the matching process, allowing users to complete a questionnaire that captures their financial situation and aspirations. This results in a curated connection with a leading advisory firm from Datalign’s selective network, which comprises pre-screened firms across various financial services, including retirement planning, tax strategies, and estate planning. Datalign Advisory operates a no-cost model for users seeking financial advisor matches, funded through competitive practices within its network of advisory firms. As clients engage with the platform, they complete a questionnaire that helps identify a suitable advisor, who then initiates a free consultation without any upfront fees for the clients. The firm's revenue is derived from agreements with advisory firms in their network, as these firms may pay for the leads generated through Datalign's platform. This B2B model aligns the interests of both the advisory firms and the clients, fostering a competitive environment where firms aim to attract potential clients while maintaining high service standards.
Who invested in Datalign Advisory
1 investor across 1 round
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Funding rounds
Seed
Dec 31, 2024
Amount
$4M
Investors
Questions about Datalign Advisory
Who invested in Datalign Advisory?
Datalign Advisory has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Datalign Advisory raised?
Datalign Advisory has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Datalign Advisory last raise money?
Datalign Advisory's most recent round on record is a Seed, in Dec 2024.
What does Datalign Advisory do?
Founded in 2022 in Cambridge, US, Datalign Advisory, Inc.
Where is Datalign Advisory headquartered?
Datalign Advisory is headquartered in Cambridge, US.
Which VCs invest in companies like Datalign Advisory?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back internet companies at Datalign Advisory's stage. Their profiles are linked below.
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