Datalign has experienced exceptional 300% growth, referring nearly $40 billion in assets to Registered Investment Advisor (RIA) firms at the end of 2024, compared to $14.8 billion at the end of 2023.
Company Description
Datalign Advisory is an AI platform matching consumers with leading financial advisors, dedicated to redesigning and simplifying the journey to find financial advice by connecting consumers and vetted financial advisory firms on its proprietary platform.