About Datalign Advisory
Datalign Advisory is a Financial Services company based in Cambridge (United States) founded in 2021 by John Wernz and Hilary Malecha. It operates in the Financial Services and Technology sectors. Datalign Advisory has raised $7 million across 2 funding rounds from investors including Link Ventures. Its website datalignadvisory.com draws about 48 thousand monthly visits. Datalign Advisory offers products and services including Advisor Matching Platform and Questionnaire Tool. Its focus areas include Asset Management, Financial Advisors, FinTech and Investment Tech. Its legal entity is Datalign Advisory, Inc. Its competitors include MassMutual, Point Digital Finance and Magnifi; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Cambridge, United States
- Founders John Wernz, Hilary Malecha
- SectorsFinancial ServicesTechnology
- Email••••••••
- Website datalignadvisory.com
- Social LinkedIn Facebook
- Legal Name Datalign Advisory, Inc.
- Total Equity Funding$7M (USD)
in 2 rounds
- Latest Funding Round$2M (USD), Series A
Aug 2025
- Investors
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
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 $7M
- Total Rounds 2
- Last Round Series A — $2M
- First Round $5M
(Dec 2024)
- Investors Count 1
All 2 funding rounds of Datalign Advisory with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2025 | $2M | Series A | – | – | – |
| Dec 2024 | $5M | Series A | – | – |
1 investors in total: 1 institutional.
Investors in Datalign Advisory
Datalign Advisory has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Link Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Link Ventures is focused on investing in AI startups. | linkventures.com | Cambridge, USA |
Investor details for Datalign Advisory
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Datalign Advisory
9 people are tracked at Datalign Advisory (8 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
John Wernz | Co-Founder | Leadership |
Hilary Malecha | Co-Founder | Leadership |
Satayan Mahajan | Chief Executive Officer | Leadership |
Alyssa Griffin | Head Of Partnerships | Leadership |
Puneet Thariani | Chief Design Officer | Leadership |
Reid van Gorder | Director Of Finance | Leadership |
Ulrike Klein | Chief Of Staff | Leadership |
Liz Howard | VP Of Finance | Leadership |
Veronika Tyukova | Strategic Partnerships | Team |
Complete people profiles for Datalign Advisory
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Datalign Advisory
3 dated milestones of Datalign Advisory across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Datalign Advisory is founded.
- Funding First funding round of $5.0M.
- Funding Latest funding round, Series A, of $2.0M.
Competitors of Datalign Advisory
Datalign Advisory has 3 listed competitors in our database, 1 of them funded. They include MassMutual, Point Digital Finance and Magnifi.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| magnifi.com | 2018 | New York, United States | Investment comparison platform |
Detailed competitors of Datalign Advisory
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Datalign Advisory
The website of Datalign Advisory (datalignadvisory.com) receives about 48.4K visits a month.
- Monthly visits48.4K
▲ 19.7% vs previous month
Websites whose visitors overlap most with Datalign Advisory. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| yourmoneyline.com | 100% | 31.7K | #984,263 | View details | |
| forbes.com | 47% | 94.8M | #628 | View details | |
| google.com | 45% | 85.8B | #1 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Datalign Advisory (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Datalign Advisory
Complete news archive for Datalign Advisory
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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. The company's 1st funding round was a Series A of $5M, raised on Dec 2024.
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.
Datalign Advisory operates through Datalign Advisory, Inc..