About Datalign Advisory
Datalign Advisory is a company based in Cambridge (United States) founded in 2021 by John Wernz and Hilary Malecha. Datalign Advisory has raised $7 million across 2 funding rounds from investors including Link Ventures. Datalign Advisory offers products and services including Advisor Matching Platform and Questionnaire Tool. Datalign Advisory operates in a competitive market with competitors including MassMutual, Point Digital Finance, Magnifi, American Family Insurance and Thrivent, among others.
- Headquarter Cambridge, United States
- Founders John Wernz, Hilary Malecha
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Datalign Advisory, Inc.
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Total Equity Funding
$7 M (USD)
in 2 rounds
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Latest Funding Round
$2 M (USD), Series A
Aug 25, 2025
- Investors
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Employee Count
Not available
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Products & Services of Datalign Advisory
Datalign Advisory offers a comprehensive portfolio of products and services, including Advisor Matching Platform and Questionnaire Tool.
AI system for matching users with financial advisors based on preferences
Tool to collect user data for personalized advisor recommendations
People of Datalign Advisory
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Funding Insights of Datalign Advisory
Datalign Advisory has successfully raised a total of $7M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $2 million completed in August 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Datalign Advisory
Datalign Advisory has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Link Ventures.
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Link Ventures is focused on investing in AI startups.
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Investor details for Datalign Advisory
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Investments & Acquisitions by Datalign Advisory
Investment portfolio details for Datalign Advisory
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Financial Statements - Datalign Advisory
Detailed financials for Datalign Advisory
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Datalign Advisory Comparisons
Peer comparison for Datalign Advisory
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Competitors of Datalign Advisory
Datalign Advisory operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, Magnifi, American Family Insurance and Thrivent, among others.
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Mutual life insurance company
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Fractional home equity is sold online for interest-free loans.
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Investment comparison platform
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Personal and business insurance products are provided nationwide.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Detailed competitors of Datalign Advisory
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Latest news on Datalign Advisory
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Frequently Asked Questions about Datalign Advisory
Datalign Advisory was founded in 2021 and raised its 1st funding round 3 years after it was founded.
Datalign Advisory is headquartered in Cambridge, United States. It is registered at Cambridge, Massachusetts, United States.
Datalign Advisory is a funded company, having raised a total of $7M across 2 funding rounds to date.
Provider of an AI-driven financial advisor matching service. This service connects individuals with financial advisory firms based on individual financial goals and preferences. A questionnaire gathers necessary financial information, and an AI-enhanced platform filters suitable firms from a vetted network. The service then facilitates a direct connection between the individual and a matched firm for a consultation. The process is designed to streamline the search for a financial advisor, saving time and effort.
Datalign Advisory's top competitors include MassMutual, Point Digital Finance and Magnifi.
Datalign Advisory offers Advisor Matching Platform and Questionnaire Tool.
Datalign Advisory has 1 investor. Key investors include Link Ventures.