Datalign

Datalign serves individual Consumers seeking introductions to third‑party investment advisers through a technology-driven matching service. The firm operates an internet-based platform that makes introductions; it does not manage client assets, take custody, or charge fees to Consumers — Participating Advisers pay one‑time referral fees for introductions.

The firm’s process relies on fully interactive online questionnaires, proprietary AI tools, and, when needed, a Concierge who may contact Consumers by phone or video to verify information; Participating Advisers are screened for registration status and disciplinary history and interviewed about their services. Datalign can introduce up to three Participating Advisers to a Consumer, after which Consumers and Participating Advisers communicate directly and determine whether to form an advisory relationship; Datalign does not monitor accounts or make ongoing suitability determinations.

What is notable about Datalign compared with many peers is that it functions as a referral marketplace rather than an asset manager: its revenue comes from referral fees and its matching priorities can be influenced by demand and referral‑fee arrangements, a conflict the brochure discloses and describes mitigation steps for. The firm’s heavy reliance on internet delivery, AI-driven matching, and a concierge verification step, combined with the absence of portfolio management, custody, or ongoing client reporting, distinguishes its business model from more traditional advisory firms.