Datalign
Wealth Management & Financial Advisors
$20.8Mtotal raised · 5 rounds on record
5open roles
$800klatest round · Convertible Note · Apr 2026 · 7 mo ago
$25Mrevenue · 2024 · SEC Form D 0002013165-25-000001
Overview
Connect with a trusted fiduciary financial advisor in minutes. Our free-to-use, SEC‑registered platform matches you with a vetted advisor aligned to your goals.
Funding and backers
Total raised
$20.8M
5 rounds on record
Latest round
$800k
Convertible Note · Apr 2026 · 7 mo ago
Team
20
US Form 5500 (plan participants) · Dec 2025
Hiring now
7
open roles
Revenue
$25M
2024 · SEC Form D 0002013165-25-000001
Backers
1
Link Ventures
The money's age
Fresh money
7 months since the last round · hiring slowed
Momentum
20/100
fresh money
Last sign of life
1 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Apr 3
Raised a round Convertible Note $800k · SEC Form D
Mar 18
Launched Datalign Launches AI Agents for Wealth Firms · SCM
Aug 25, 2025
Raised a round Venture round $2M · SEC Form D
Feb 10, 2025
Raised a round Seed $9M
Feb 23, 2024
Raised a round Venture round $4M · SEC Form D
2021
Founded
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Convertible Note | Apr 2026 | $800k | — | SEC Form D |
| Venture round | Aug 2025 | $2M | — | SEC Form D |
| Seed | Feb 2025 | $9M | — | streetinsider.com |
| Venture round | Dec 2024 | $5M | — | SEC Form D |
| Venture round | Feb 2024 | $4M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | Datalign Advisory, Inc | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Satayan MahajanDirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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Jobs
≈ $133k – $256k per year (Estimated) · Hybrid · 6+ years exp · Master's Degree · United States
Python
SQL
Dask
Databases
Apache Kafka
AI/ML
Spark
MLFlow
Kubeflow
Recommender Systems
Machine Learning
DevOps
GCP
Azure
CI/CD
AWS
Analytics
A/B Testing
Apply
≈ $146k – $281k per year (Estimated) · Hybrid · 7+ years exp · Bachelor's Degree · Cambridge
Python
TypeScript
LoRA
Fine-tuning
Function Calling
AI Agents
PEFT
LLM
RAG
Human-in-the-Loop
Knowledge Graph
LLM Guardrails
Agentic Workflows
Multi-Agent Systems
DevOps
AWS
Apply
≈ $137k – $254k per year (Estimated) · Hybrid · 10+ years exp · Bachelor's Degree · Cambridge
Python
Go
TypeScript
Machine Learning
DevOps
GCP
Azure
AWS
Apply
≈ $124k – $251k per year (Estimated) · Hybrid · 5+ years exp · Bachelor's Degree · Cambridge
Python
JavaScript
TypeScript
Machine Learning
Frontend
Vue.js
Angular
React.js
Apply
≈ $156k – $302k per year (Estimated) · Hybrid · 7+ years exp · Cambridge
AI Agents
LLM
Knowledge Graph
Multi-Agent Systems
Apply
Salary insights
Compensation ranges based on this company's open jobs
Median
$150k
Typical range
$150k
Open positions
1
1
Jobs
Senior
100%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Senior | 1 | $150k | $150k |
Highest paying role
Senior Account Executive - Datalign Advisory Inc.
$150k
Normalized to USD per year
Growth
Hiring Momentum
29/100
Slowing
Open positions
7
0 opened / 0 closed in 30 days
Median time-to-fill
17 days
faster than 63% of the market
ATS activity
Every ~6 hours
Today
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
AI/ML
33% ▲
Backend
11% ▼
Frontend
11% ▼
Product
11% ▼
Marketing
11% ▲
Sales
11% ▼
Activity Timeline
+7 jobs in a week
Sep 2026
Financials
Est. Annual Revenue
$15M
2024
Total raised
$20.8M
Latest round
Convertible Note
Funding rounds
5
Revenue
0% YoY
Estimate
Low-high range
Modelled from public signals, not audited accounts - read it as an order of magnitude.
| Year | Estimate | Low | High |
|---|---|---|---|
| 2023 | $15M | $5M | $25M |
| 2024 | $15M | $5M | $25M |
People
Satayan Mahajan
Director
David Blundin
Director
John Wernz
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Tech stack
Technologies named in job postings at Datalign over the last 12 months, by layer, with the share of postings for each.
Technologies in use
35
Postings analysed
7
Stack modernity
91/100AI adopter
Languages
Python
TypeScript
SQL
Go
Frameworks & libraries
Dask
Angular
React.js
Vue.js
Cloud & platforms
AWS
Azure
GCP
Kubeflow
AI & ML
LLM
ChatGPT
Claude
LoRA
Sign in to see how your skills match this stack
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Full Datalign tech stack
35 technologies · by team · pay by technology · changes · similar stacks
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Link VenturesVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
News
Datalign Launches AI Agents for Wealth Firms
Advisory firms can now access custom AI agents with compliance-by-design framework through Datalign
Read more
Report
Datalign Advisory Launches Custom Compliance-by-Design AI Agents for Wealth Management, Making Agentic AI Accessible to Every Advisory Firm
Read more
Report
Datalign Advisory Launches Relationship AI, Adding Another Critical Feature to its AI-Native Organic Growth Platform for RIAs
Read more
Report
Datalign: $9 Million (Seed) Raised At $75 Million Valuation To Advance Financial Advisory Solutions Platform
Datalign Advisory, an AI-based platform that matches consumers with leading financial advisors, today announced that Link Ventures invested $5 million in Datalign, bringing the total investment to $9 million on a post-money valuation of $75 million.
Read more
Report
Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
/PRNewswire/ -- Datalign Advisory ("Datalign"), an AI platform matching consumers with leading financial advisors, today announced Link Ventures invested $5...
Read more
Report
Report
WealthStack Roundup: Datalign
Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input.
Read more
Report
Datalign Refers More Than $14.8 Billion in Assets in its Second Year
/PRNewswire/ -- Datalign Advisory ("Datalign"), an AI-enhanced platform that enables one-to-one matches between consumers seeking a financial advisor and...
Read more
Report
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
1
Countries
1
Busiest office
Cambridge
Cambridge
United States
HQ
6 open roles 8 posted in 90 days 50% engineering 50-200 est. staff $150k Avg Salary
hires for AI/ML, Backend, Frontend