Datalignadvisory
Cambridge, US · Founded 2022 · 1 known investors
Datalign Advisory operates an SEC-registered platform that matches consumers with a vetted fiduciary financial advisory firm based on a short questionnaire about their financial goals, situation, and preferences. The service is free for users, funded by referral fees from participating advisors, and serves individuals across all 50 U.S. states.
Founders & leadership
DB
David BlundinNamed on SEC filing
SM
Satayan MahajanNamed on SEC filing
JW
John WernzNamed on SEC filing
Investors · 1
Reported raises · per SEC filings
Form D private placements$11.8M disclosed across 4 rounds · 2024–2026
▶$800KraisedJun 2026 · 1 investors · Other TechnologyRule 506(b)
▶$800KraisedJun 2026 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David BlundinDirector
- Satayan MahajanDirector
- Offering amount
- $800K
- Amount sold
- $800K
- First sale
- Apr 2026
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$2MraisedSep 2025 · 3 investors · Other TechnologyRule 506(b)
▶$2MraisedSep 2025 · 3 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David BlundinDirector
- Satayan MahajanExecutive Officer
- Offering amount
- $2M
- Amount sold
- $2M
- First sale
- Aug 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$5MraisedJan 2025 · 2 investors · Other TechnologyRule 506(b)
▶$5MraisedJan 2025 · 2 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David BlundinDirector
- Satayan MahajanExecutive Officer
- John WernzDirector
- Offering amount
- $5M
- Amount sold
- $5M
- First sale
- Dec 2024
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
▶$4MraisedFeb 2024 · 1 investors · Other TechnologyRule 506(b)
▶$4MraisedFeb 2024 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David BlundinDirector
- Satayan MahajanExecutive Officer
- Offering amount
- $4M
- Amount sold
- $4M
- Incorporated
- Corporation, Delaware, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Datalignadvisory do?
- Datalign Advisory operates an SEC-registered platform that matches consumers with a vetted fiduciary financial advisory firm based on a short questionnaire about their financial goals, situation, and preferences. The service is free for users, funded by referral fees from participating advisors, and serves individuals across all 50 U.S. states.
- Who are Datalignadvisory's investors?
- Datalignadvisory's investors include Link Ventures.
- How much funding has Datalignadvisory raised?
- Datalignadvisory has disclosed $11.8M raised across 4 rounds.
- Where is Datalignadvisory headquartered?
- Datalignadvisory is headquartered in Cambridge, US.