Transforming Financial Advice Together
Creating a better financial advice experience for consumers, advisory firms, and publishers.
Datalign Advisory’s unique business model efficiently connects the industry’s top advisory firms1 to the engaged audiences of digital media publishers.
Led by MIT-trained scientists and engineers, we take a scientific approach to connecting consumers with financial advisory firms, enabling a streamlined experience for today's digital consumer. Our unique 1:1 match to advisory firms based on their suitability fit with consumer needs, leads to higher quality prospects for advisory firms, with greater efficiency.
Advisory Firm Partnerships
Datalign’s selective network is currently available to industry-leading advisory firms that have a proven organic growth track record.
Our flexible platform offers firms customizable controls over performance metrics, lead pacing, and targeting. By leveraging AI and data analytics, Datalign provides quality one-to-one matches between consumers and advisory firms, streamlining the client experience and accelerating client conversion for RIAs.
To learn more, contact our Advisory Firm partnership team: [email protected].
Publisher Partnerships
Datalign’s innovative platform and revenue model options allow our publishers to maximize the value of their audience while also ensuring a quality end user experience.
Our selective network of advisory firms consists of industry-leading organizations who have the breadth of services and expertise to give your audience a better experience.
Plus, our AI-enhanced platform does the filtering for consumers, so they’re matched with the single firm most suitable to their personal and financial needs.
To learn more, contact our Publisher partnership team [email protected].
1As of Feb 2024, 86% of RIAs on the Datalign platform are on the 2023 Barron’s Top 100 RIA list, which ranks firms based on assets, revenue and quality of practice. Learn more about the Barron’s Top Advisors methodology here.