Datalign Advisory

Datalign Advisory is a finance tool that connects individuals with trusted financial advisors using an AI-enhanced platform. It simplifies the search for financial advice by matching users with SEC-registered advisors aligned to their goals.

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At a glance

Pricing

Free

Free tier

Yes

API

Skill level

Non-technical

About

What is Datalign Advisory?

Datalign Advisory is an SEC-registered platform that leverages AI to connect individuals with trusted financial advisors. The service is free for users, who can get matched with a vetted advisor in minutes based on their financial goals and preferences. The platform analyzes financial situations and preferences to provide a single, personalized match, eliminating the need for extensive searching. Datalign Advisory is committed to security, safeguarding personal data, and operates under fiduciary standards. It boasts a network of top advisors, with 86% of RIAs on the platform featured on the 2023 Barron's Top 100 RIA list. Beyond matching, Datalign Advisory offers resources like 'The Aligned Perspective' for strategic investing and financial insights.

Best used for

Ideal for individuals who need to find a trusted financial advisor, simplify their search process, and connect with an advisor aligned to their specific financial goals. Especially valuable for those seeking SEC-registered advisors and a free, AI-enhanced matching service.

Common actions

find financial advisor

get financial advice

match with advisor

simplify advisor search

Capabilities

Key features

AI-enhanced advisor matching
SEC-registered platform
Free for users
Access to top advisors
Personalized advisor match
Fiduciary standard adherence

Target Audience

individuals seeking financial adviceinvestorsretireesyoung professionals

Integrations

Not yet documented

Pricing & Plans

Free

Not publicly disclosed. Check datalignadvisory.com for current pricing.

FAQs

How does Datalign Advisory make money if it's free for users?

Datalign Advisory is a solicitor for third-party advisors on its platform. These advisors pay Datalign Advisory a referral fee for prospective client introductions. This fee varies based on the information you supply and the desired client profile of the matched advisor, and is paid regardless of whether you become a client.

How does Datalign Advisory ensure the matched advisor is suitable?

Datalign Advisory mitigates potential conflicts of interest by only introducing investors to participating advisors deemed suitable and matched based on information users self-report through the platform. If multiple advisors are equally suitable, the introduction is made to the advisor willing to pay the highest referral fee through an auction.

What kind of information does Datalign Advisory collect from users?

To provide a personalized match, Datalign Advisory asks users a few questions about their financial situation and preferences. This includes details about income, savings, investment goals, and preferred communication methods. This information is then shared with the matched advisor.

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