Datalign Secures $9M to Boost AI Financial Advisory Solutions

Datalign Advisory has secured $9 million in seed funding, with a significant $5 million investment from Link Ventures, announced in a press release. This funding will enable Datalign to accelerate the development of its AI and machine learning capabilities, aimed at transforming the wealth management industry.

The investment comes after a year of remarkable growth for Datalign, which saw a 300% increase in referred assets, reaching nearly $40 billion by the end of 2024. The company plans to use the new capital to expand its team of AI experts and launch several AI-focused products throughout 2025.

Datalign's platform leverages AI to match consumers with financial advisors, enhancing the quality of client relationships. Among its recent initiatives are AI Lead Performance Monitoring and the Datalign Knowledge Graph, which improve the matching process and streamline onboarding experiences for clients and advisors alike.

Link Ventures, known for its investments in transformative AI companies, sees significant potential in Datalign's approach to reimagining wealth management. The venture capital firm has a history of successful investments in AI-driven companies, and it anticipates Datalign becoming a major player in the fintech space.