Datalign Advisory Secures $5M Investment from Link Ventures, Boosting AI Growth in Wealth Management
Slice of Finance Team
Feb 21, 2025
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
Quotes
“ "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
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.
