How much funding has Datalign Advisory raised?

Datalign Advisory has raised $11.8 million in total funding. Their latest funding round was Led by Link Ventures, contributing $5 million. Key investors include Link Ventures.

Where is Datalign Advisory headquartered?

Datalign Advisory is headquartered in Cambridge, Massachusetts. The company has a team of 11-50 people.

When was Datalign Advisory founded?

Datalign Advisory was founded in 2022. It is based in Cambridge, Massachusetts.

How much funding has Datalign Advisory raised?

Datalign Advisory has raised $11.8 million in total funding. Key investors include Link Ventures.

Who is the CEO of Datalign Advisory?

Satayan Mahajan is the CEO of Datalign Advisory. The company was founded in 2022.

Where is Datalign Advisory located?

Datalign Advisory is headquartered in Cambridge, Massachusetts.

What funding stage is Datalign Advisory at?

Datalign Advisory is currently at the Growth Stage stage.

How many employees does Datalign Advisory have?

Datalign Advisory has approximately 11-50 employees.

Datalign Advisory

Category: AI in Fintech

Datalign is an AI platform that matches consumers with leading financial advisors. Datalign Advisory was founded in 2022. The company is led by Satayan Mahajan. Based in Cambridge, Massachusetts. Team size: 11-50. Total funding raised: $11.8 million. Latest round: Led by Link Ventures, contributing $5 million. Key investors include Link Ventures.

Founded: 2022
Headquarters: Cambridge, Massachusetts
Team size: 11-50
Total funding: $11.8 million

Value proposition

Provides high-quality client-advisor matches at scale using AI.

Products and solutions

AI Lead Performance Monitoring, Datalign Knowledge Graph, Geographic Expansion Optimization (GEOsAI), RelationshipAI, Constellation — custom branded client-facing AI agents for advisory firms, Halo AI — consumer wealth management platform (early beta)

Unique value

Focuses on quality over quantity in client-advisor matches, leveraging AI for scalable growth in wealth management.

Target customer

Consumers seeking financial advisory services and Registered Investment Advisor (RIA) firms

Industries served

Financial services, Wealth management

Technology advantage

AI-driven matching and predictive analytics

How they differentiate

Emphasis on quality matches and AI-driven scalability

Main competitors

Other AI-powered financial advisory platforms

Key partnerships

Link Ventures

Notable customers

Forbes (publisher partnership for lead generation), U.S. News & World Report (publisher partnership for lead generation)

Major milestones

Achieved near 100% customer retention, 18% average month-over-month growth, Named 'Financial Advisory Platform of the Year 2026' by FinTech Breakthrough (March 2026), Launched Halo agentic AI platform for wealth management firms (March 2026)

Growth metrics

Referred $80 billion+ in cumulative assets to 13,000+ advisors, serving 100,000+ consumers across all 50 states as of March 2026

Market positioning

Leader in AI-driven wealth management solutions

Geographic focus

Primarily focused on the U.S. market

About Satayan Mahajan

Satayan Mahajan joined Datalign as CEO in the second half of 2023. Previously, he was General Manager and Head of Product at Amazon.com, a board member at EverQuote, CEO and Chairman of Motus Corp., and founder and CEO of iClub Inc.

More AI in Fintech companies

Official website: https://www.datalignadvisory.com/