How financial advisors can thrive with the coming of AI Tools! Our CEO Satayan Mahajan breaks down 5 ways how #AI will be instrumental to growth and expansion in this WealthManagement.com article. https://bit.ly/4etVyUm
Datalign Advisory
Financial Services
Cambridge, Massachusetts 749 followers
Simplify your search for the right financial advisor.
About us
At Datalign Advisory, we are dedicated to simplifying the search for a financial advisor by redesigning how consumers match with vetted financial advisory firms. Focused on quality over quantity, our team thoughtfully designed our AI-enhanced platform to create more meaningful connections and financial outcomes by aligning consumers’ and advisors’ unique needs to create suitable one-to-one matches.
- Website
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https://www.datalignadvisory.com/
External link for Datalign Advisory
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Cambridge, Massachusetts
- Type
- Privately Held
- Founded
- 2022
Locations
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Primary
1 Kendall Sq
Cambridge, Massachusetts 02139, US
Employees at Datalign Advisory
Updates
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“It’s essential to recognize that there is no ‘one size fits all’ approach to retirement withdrawals.” Nearly half of Americans who retire at 65 are expected to run out of money. Our CEO Satayan Mahajan shares his insight on the 4% rule -- a guideline suggesting retirees withdraw 4% of their retirement savings in the first year and then adjust for inflation in subsequent years -- with Stephanie Faris in The Penny Hoarder. https://bit.ly/3TRMOiD
What Is the 4% Rule in Retirement? Myth vs. Fact
https://www.thepennyhoarder.com
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There is a Great Wealth Transfer looming. As much as $100 trillion is expected to be passed down from Baby Boomers to younger generations over the next 20 years. Younger generations are also relying less on referrals to find financial advisors suited for their needs. This means RIAs will need to shift their approach to client recruiting in order to reach these new audiences. Our CEO Satayan Mahajan shares tips in VettaFi Advisor Perspectives including: - Amplify your online presence - Leverage publishing resources - Diversify and integrate your efforts Check out the rest of his thoughts. https://bit.ly/47PsMea
The Great Wealth Transfer: Five Tips for RIAs to Attract New Clients
advisorperspectives.com
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We’re thrilled to announce our latest partnership with Masterworks the premier platform for investing in blue-chip art! Masterworks' one million clients can now access personalized financial advice from top-tier advisors using Datalign’s advanced matching technology, ensuring investors can access the expert guidance they need to make informed, confident financial decisions with no added stress. Read the press release to learn more. https://lnkd.in/eMAkddVG
Masterworks.com Partners with Datalign Advisory to Enhance Art Investment Services
https://www.datalignadvisory.com
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Meet Hazel, affectionately known as "The Queen" around the house. Hazel isn’t just any cat—she is the a ruler of her domain. Owned (or rather, attended to) by Datalign's own UX/UI Designer Natalie Crook, Hazel enjoys the finer things in life. Milkbone allocation? Oh, that’s a delicate process. Hazel prefers to be hand-fed Greenies at her leisure, with the occasional indulgence in canned tomatoes or buffalo-flavored snacks—because, why not? Her favorite asset? Her throne in the living room, where she watches over her kingdom with a regal eye. Of course, Hazel is not without her professional accomplishments. Her most memorable? Stealthily creeping up on her humans with the grace and precision of a ninja, just to remind them who’s really in charge. But not everything goes Hazel’s way. If there’s one thing that can ruin her day, it’s the unspeakable horror of rustling bags or jackets. She recoils in disdain, possibly reconsidering her life choices—until the next Greenie, of course.
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In December 2023, the Federal Communications Commission (FCC) introduced new regulations regarding the use of automatic telephone dialing systems (ATDS) and/or artificial or pre-recorded voice technology (which some courts have held includes soundboard and other Interactive Voice Response (IVR) technology). With the new rules, companies like Datalign Advisory must obtain one-to-one express written consent before consumers can be contacted through phone and/or text messaging (SMS). We are happy to say as of August 28, 2024, Datalign Advisory is compliant with these new regulations, five months before they are slated to go into effect on January 27, 2025. You can read more here: https://lnkd.in/e3fmW-hY
FCC’s TCPA Consent Rule Changes: How Datalign Advisory is Getting Ahead in Facilitating Compliance
https://www.datalignadvisory.com
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We’re thrilled to announce Datalign has been named a Startup of the Year finalist by the #USFinTechAwards! Each year, the US FinTech Awards recognizes the remarkable achievements of the brightest innovators and leaders in the financial technology sector. We’re honored to be included in this year’s list of finalists. Along with doubling the value of referred assets made to RIA firms in just the first five months of 2024 and delivering a 20%+ conversion rate for the industry’s top advisors, we’re proud to be recognized for our growth and innovation.
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For the first time in four years, the Federal Reserve announced a rate cut after its September 18th meeting. The move was much anticipated after the July announcement to maintain the current rate sparked a wave of volatility in the stock market. With the new rate cut and an uncertain economic future, now might be a good time to consider rebalancing your investment portfolio with help from a savvy financial advisor. Read more here: https://lnkd.in/etAFtVTH
The Federal Reserve Just Cut Rates – Is Now the Time to Rebalance Your Investment Portfolio?
https://www.datalignadvisory.com
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It's been an incredible year of growth for Datalign so far! In the first half of 2024, we doubled our referred assets under management from $14.8B to $27.8B. Our AI-enhanced platform is outperforming Google Ads by 4x – nearly one third of Barron's Advisor Top 100 RIAs are using Datalign. We are very proud of our hard-working team that has grown by 64% this year so far! Read more here: https://lnkd.in/eEtY3BvF
Datalign Advisory Doubles Referred Asset Volume in First Half of 2024 to $27.84 Billion
https://www.datalignadvisory.com
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🐾 Meet Daisy, also known as Crazy Daze or DeeDee, the Manager of Barketing Operations at Datalign! 🐾 Daisy is Datalign's Head of Partnerships-Demand, Alyssa Griffin's, 4-year-old Morkie, a perfect mix of Maltese and Yorkshire Terrier energy. And trust us, Daisy's always working hard. 💼 Favorite Asset: Her well-hidden bottle cap collection. Shhh, it’s top secret! Most Memorable Achievement: Daisy's legendary off-camera nesting sessions during Zoom calls. If you've ever heard mysterious sounds during a meeting, that was probably her... 🍖 Favorite Treat for Powering Through the Workday: Liverwurst in a Kong. Oh, and if you say the word treat—expect her full attention. Chicken or salmon in any form works too. 🐻 Worst BEAR Day: Learning (the hard way) that not all felines like dogs. Five weeks in a cone last year and Daisy still hasn’t figured out why! #Barketing #PetsofDatalign #ZoomLife