Datalign
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
38
0% high-net worth
Advisors
1
of 20 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
LowAverage account size
$0
About
Datalign matches prospective individual investors with unaffiliated, registered third‑party investment advisers through a fully interactive internet‑based platform. The firm does not manage investors’ assets, does not charge fees to investors, and instead is compensated by Participating Advisers for introductions.
The platform uses detailed, self‑reported questionnaires (age, investable assets, income, desired services, time to retirement, location, and risk tolerance) and screens Participating Advisers for registration status and disciplinary history to form initial matches. Introductions are point‑in‑time: once an introduction is made investors and advisers communicate outside the platform and Datalign does not monitor accounts, recommend specific securities, or provide ongoing portfolio management.
Datalign’s model is notable for operating solely online and for relying on referral fees from Participating Advisers rather than percentage‑of‑AUM charges or providing portfolio management for individuals. The brochure discloses related conflicts of interest—such as using an auction to select among equally suitable advisers willing to pay higher referral fees—and describes relationships with third‑party internet companies that market or host Datalign content.
Client services
Selection of other advisers
Main office location
Datalign
One Kendall Square, B2201
Cambridge MA 02139, United States
Number of offices
1
Most active in
Datalign has reported serving >5 clients in these states in the last 12 months.
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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