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Datalign Advisory Secures $5M Investment from Link Ventures, Boosting AI Growth in Wealth Management

Author

Slice of Finance Team
21 Feb

Key Highlights:

  • Link Ventures invests $5 million in Datalign, bringing total funding to $9 million on a $75 million post-money valuation.

  • Datalign’s AI-driven platform has seen 300% growth, referring nearly $40 billion in assets to RIAs by the end of 2024.

  • The investment will fuel AI and ML innovations, including AI Lead Performance Monitoring, the Datalign Knowledge Graph, and Geographic Expansion Optimization (GEOs).

  • Datalign is on track to become a fintech unicorn, leveraging AI to transform financial advisory services.

  • The company has experienced 18% average month-over-month growth since its 2022 launch, retaining nearly 100% of its customers.

Source: PR Newswire

Notable Quotes:

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"Datalign has cracked the code on scalable growth for RIAs. Their ability to deliver high-quality client relationships at scale is exactly what the industry needs right now."

John Wernz, Executive Director at Datalign Advisory
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"I've rarely seen the combination of innovative technology and massive market opportunity that Datalign presents. We see incredible potential for Datalign to become a unicorn in fintech."

Dave Blundin, Co-founder & Managing Partner at Link Ventures
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"With Link Ventures' partnership, we're strategically positioned to execute our vision of leading the wealth management industry's AI revolution."

Satayan Mahajan, CEO at Datalign Advisory

Why This Matters:

The $80 trillion wealth transfer underway in the financial industry presents a massive opportunity for firms leveraging AI and ML. Datalign’s latest funding round, led by Link Ventures, positions the company as a key player in transforming wealth management. With AI-powered tools that optimize client-advisor matching, predict financial needs, and expand market opportunities, Datalign is redefining how financial services operate. This investment not only fuels continued innovation but also solidifies Datalign's path toward becoming a fintech unicorn in a rapidly evolving industry.