Datalign Secures $9M in Seed Funding to Transform Financial Advisory with AI Innovations

Datalign Awakens with $9M Seed Funding to Revolutionize Financial Advisory



In a significant leap towards transforming the wealth management landscape, Datalign Advisory has announced it secured $9 million in seed funding. This milestone comes with a $5 million investment from Link Ventures, bringing its total raised to date to $9 million on a post-money valuation of $75 million. The capital will primarily be allocated towards augmenting Datalign's capabilities in artificial intelligence (AI) and machine learning (ML), which are crucial for enhancing how financial advisors connect and serve their clients.

Datalign, an innovative AI platform, focuses on linking consumers directly with top financial advisors. The infusion of funds will bolster the development of cutting-edge AI and ML tools aimed at revolutionizing the client-advisor matching process. Following a remarkable year where the company reported a staggering 300% growth, Datalign proudly referred nearly $40 billion in assets to Registered Investment Advisors (RIAs), a substantial increase from the $14.8 billion referred in 2023.

John Wernz, the former Chief Growth and Marketing Officer at Wealth Enhancement Group and now Executive Director at Datalign, remarked on the challenges within organic growth typically experienced in wealth management. He states,

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