Datalign Advisory
PrivateLast Round
Seed Round
Jun 16, 2026
Est. Valuation
$75M
Total Funding Raised
$9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Datalign Advisory is a financial technology company that provides an AI-enhanced platform to connect consumers with vetted financial advisory firms.
Sector
FinTech
Verticals
Wealth Management, NLP & Conversational AI, Investment Platforms, Personal Finance
Business Model
B2B
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Datalign Advisory Comparables
Compare Datalign Advisory with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FMT Solutions | 56% | |
| FINNY | 46% | |
| LeadingResponse | 35% | |
Datalign Advisory Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed Round | Jun 16, 2026 | ||||
| VC Round | Sep 3, 2025 | ||||
| Seed | Feb 11, 2025 | ||||
| Seed | Feb 23, 2024 |
Datalign Advisory Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | VC Round, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 16, 2026
$800K raised in Seed Round.
- Sep 3, 2025
$2M round led by Link Ventures.
Datalign Advisory Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Datalign Advisory's valuation, stock price, and market status.