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
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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
Employee Count
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
AI system for matching users with financial advisors based on preferences
Tool to collect user data for personalized advisor recommendations
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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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series A — $2.0M
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First Round
First Round
(31 Dec 2024)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Aug, 2025 | Amount | Series A - Datalign Advisory | Valuation |
investors |
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| Dec, 2024 | Amount | Series A - Datalign Advisory | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Datalign Advisory
Datalign Advisory has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Link Ventures. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Link Ventures is focused on investing in AI startups.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Datalign Advisory
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Datalign Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Datalign Advisory Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Datalign Advisory
Frequently Asked Questions about Datalign Advisory
When was Datalign Advisory founded?
Datalign Advisory was founded in 2021 and raised its 1st funding round 3 years after it was founded.
Where is Datalign Advisory located?
Datalign Advisory is headquartered in Cambridge, United States. It is registered at Cambridge, Massachusetts, United States.
Is Datalign Advisory a funded company?
Datalign Advisory is a funded company, having raised a total of $7M across 2 funding rounds to date. The company's 1st funding round was a Series A of $5M, raised on Dec 31, 2024.
What does Datalign Advisory do?
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.
Who are the top competitors of Datalign Advisory?
Datalign Advisory's top competitors include MassMutual, Point Digital Finance and Magnifi.
What products or services does Datalign Advisory offer?
Datalign Advisory offers Advisor Matching Platform and Questionnaire Tool.
Who are Datalign Advisory's investors?
Datalign Advisory has 1 investor. Key investors include Link Ventures.
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