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§ Private Profile · Cambridge, MA, USA
AI-enhanced financial technology platform connecting individual investors with fiduciary advisors for wealth management.
Based in Cambridge, Massachusetts, Datalign operates an AI-enhanced financial technology platform that connects individual retail investors with registered fiduciary advisors across the wealth management sector. The digital marketplace utilizes detailed online questionnaires to build comprehensive investor profiles and match users with qualified wealth management professionals based on specific financial goals, communication styles, and retirement timelines. Backed by $9 million in early funding from lead investor Link Ventures, the company currently employs 25 people and features executive leadership with prior technical and design experience at Meta and Amazon. To date, the platform has connected over $50 billion in consumer assets to 13,000 independent advisors, with 86 percent of its participating professionals appearing on the Barron's Top RIA list. Datalign was founded in 2022 by Satayan Mahajan, David Blundin, Andy Berkheimer, Hilary Malecha, Puneet Thariani, and Carmen Vetere.
Datalign has raised $9.0M across 1 funding round.
Datalign has raised $9.0M in total across 1 funding round.
Datalign has raised $9.0M across 1 funding round. Most recently, it raised $9.0M Seed in February 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 11, 2025 | $9M Seed | Link Ventures | — | Announced |
Datalign has raised $9.0M in total across 1 funding round.
Datalign's investors include Link Ventures.