DATALIGN

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
21
Advisory reps
5

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
317004
Registered since
December 21, 2021
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Datalign is a corporate investment adviser that registered with the SEC in 2021. The firm presents itself primarily as a capital allocator and as an adviser that sources and selects other investment managers rather than running a traditional in-house investment platform. Its ownership is categorized as a mix of a domestic entity and an individual, and its regulatory classification in the source is unclassified. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Samuel Carter

    Chief Compliance OfficerCRD 6886337

  • SATAYAN MAHAJAN

    Chief Executive OfficerCRD 7809746

  • HILARY MALECHA

    Chief Revenue OfficerCRD 6375251

Contacts

2 of 2
  • AUSTIN VAN GORDER

    Director of FinanceCRD 8055032

  • MARK AVERS

    Vice President, Business DevelopmentCRD 2038655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
1 Kendall Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth