John Wernz moved to newly formed Executive Director.Hilary Malecha bumped into COO
Cambridge, Massachusetts, February 1, 2023–(BUSINESS WIRE)–Datatalign Advisory, a data-driven company that provides partner-focused transparency for users to connect with financial advisors, recently experienced rapid growth and adoption in its model. Expanded team based on. Additions include his four key team members and senior management to continue the growth of publishers and financial firms. Former Advisor John Warnes will join the team as Executive Director, with former Growth Head Hilary Malecha as COO and former COO Andrew Johnson as Board Advisor.
“I joined the Datalign team in an advisory capacity because the model we created is working. The company is growing and our partners are on board,” said John Wernz. increase. “This is a true validation of the work the team put into building the platform.”
The company was launched last year out of Cambridge-based Cogo Labs, the incubation arm of Link Ventures. Our extensive network of publisher partners enables you to reach highly motivated prospects across diverse demographics with free tools that gather and organize information about your clients’ current financial situation, needs, and goals.
Dave Blundin, co-founder and managing partner of Link Ventures, said: “We have great faith in this model and this team.2023 will be a breakthrough year for the company.”
Registered Investment Advisers (RIAs) approved to join the Datalign Advisory platform enjoy several benefits not found in other referral services. There are no minimum fees or long-term contracts, and prospects are matched to one of her advisors. In addition to finding new clients based on location and investable assets, companies are matched with prospects based on income, services needed, time to retirement, or financial prior experience with his advisor. increase. Datalign Advisory is registered with the SEC as an RIA and is committed to matching clients with the best possible advisors.
About the Datalign Advisory:
Datalign is a technology platform that connects a demand network of publishers and investment advisors. Datalign partners with premium his publishers to help financial advisors reach market prospects with unprecedented granularity. Based in Cambridge, Massachusetts, Datalign Advisory is backed by Link Ventures and backed by Cogo Labs.
About Cogo Labs:
Based in Kendall Square, Cambridge’s innovation hub, Cogo Labs is the incubation arm of Link Ventures. With over 15 years of successful Internet companies such as EverQuote, CourseAdvisor and Autotegrity and over 15 petabytes of data, Cogo specializes in identifying market gaps and rapidly scaling new business.
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