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 * About Us
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Get Matched Now


SIMPLIFY YOUR SEARCH FOR THE RIGHT FINANCIAL ADVISOR.

Get matched for free with an industry-leading advisory firm1 in our network that
aligns with your needs.

Get Matched Now



SIMPLIFY YOUR SEARCH FOR THE RIGHT FINANCIAL ADVISOR.

Get matched for free with an industry-leading advisory firm1 in our network that
aligns with your needs.

Get Matched Now


SIMPLIFY YOUR SEARCH FOR THE RIGHT FINANCIAL ADVISOR.

Get matched for free with an industry-leading advisory firm1 in our network that
aligns with your needs.

Get Matched Now

AS SEEN IN...




HOW IT WORKS

We believe great financial advice should be available to everyone. So we
designed our advisor matching system to create more meaningful connections in
less time.

In just a few minutes, you can complete the form and Datalign's AI-enhanced
platform will filter advisory firms for you, based on your financial goals and
preferences. We match you with one firm in our network that is best suited to
meet your personal financial needs.


DEFINE WHAT MATTERS TO YOU

Complete our questionnaire to share your current finances, future goals, and
preferences with an advisor.


DISCOVER YOUR MATCH

We connect you with the top advisory firm that aligns with your needs within our
selective network.


DECIDE WHAT’S RIGHT FOR YOU

Based on your preferred method of contact, your matched financial advisor will
arrange a free, no-strings-attached conversation. Then you determine if they're
a good fit for you without any pressure or commitment.

Get Matched Now


YOUR MONEY. ON YOUR TERMS.

Finding the right advisor is a deeply personal decision. You shouldn’t have to
sift through endless advisor websites and phone calls to find the right fit.

We’ve redesigned the process to be simple and efficient for you. 

Our platform captures a comprehensive view of your financial goals, personal
profile, and preferences that drive the match to a single, suitable advisory
firm in our network. Our selective network consists of industry-leading advisory
firms1  that have the breadth of services and expertise to meet your needs.

Get Matched Now


WHY CHOOSE DATALIGN


SIMPLE AND FAST

Your time is valuable. Our AI-enhanced platform does the filtering for you, so
you’re matched with one firm aligned to your needs.


ACCESS TO OUR VETTED NETWORK

We partner with leading advisory firms nationwide bringing expertise ranging
from retirement planning to tax strategies and estate planning. We’ve
pre-screened them by checking their disclosures and discipline history.


YOU’RE IN CONTROL

We provide a curated recommendation and protect your privacy. We’ll display your
match and give you the option to have them reach out to set up a call. We won’t
share your information with any other advisory firms.


FREE FOR YOU

Our network of advisors is competing for your business. There are no fees to you
for using our platform, regardless of whether you end up choosing the advisor we
recommend.


THE IMPORTANCE OF FINDING THE RIGHT FINANCIAL ADVISOR

While results will vary based on your financial situation, research from
Vanguard2 and Envestnet3 suggests that financial advisor can add an average of
3% annually to net returns (meaning a 3% improvement in net returns after
factoring in fees).

This improvement in performance translates to more peace of mind; investors with
a financial advisor report being more than twice as likely as those without one
to be very confident in their investment strategy.



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.

2 Vanguard (Aug. 2022)†, Putting a Value on Value

3 Envestnet, Inc. and The Center for Generational Kinetics (July 2022)†, The
Intelligent Financial Life™ National Study

† The projections or other information regarding the likelihood of various
investment outcomes are hypothetical in nature, do not reflect actual investment
results, and are not guarantees of your future results. Please follow the links
enclosed in the references to see the methodologies employed in the referenced
whitepapers.


IN THE MARKET FOR AN ADVISOR?

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