Datalign Advisory
Curated by SignalInvestment services comparison platform connecting individuals with financial advisors.
Overview
Datalign Advisory functions as an investment services comparison platform that connects individuals with financial advisors. The platform includes services such as retirement planning, tax harvesting, estate planning, ESG investing, insurance, and tax planning. It employs algorithms to customize recommendations based on client profiles and investment objectives. Additionally, the platform offers real-time data analytics and dashboards for wealth managers to support decision-making. Datalign Advisory aims to provide personalized guidance from fiduciary advisors, focusing on client needs while maintaining a free and privacy-conscious service.
Key facts
- Founded
- 2022
- Headquarters
- Cambridge, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
10 rolesSenior Data Scientist/Machine Learning Scientist
Cambridge, MA · On-site · Volunteer
Senior Account Executive
Cambridge, MA · On-site · Volunteer
Senior Account Executive
Cambridge, MA · On-site · Temporary
