Datalign is a technology-based firm that connects prospective investors with third-party investment advisors. Datalign gathers information from investors about their financial situation, desired services, and risk tolerance. Participating advisors are screened for registration status, disciplinary history, and expertise. Datalign introduces investors to suitable advisors, who then communicate directly to determine if they want to work together. Datalign is paid a referral fee by the advisors for each introduction.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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