Datalign Advisory Expands Team Based on Rapid Growth

John Wernz moves to newly-created Executive Director spot; Hilary Malecha bumped to COO

Datalign Advisory - a data-driven company that provides partner-focused transparency for users to connect with financial advisors - recently expanded its team based on rapid growth and adoption to its model. The additions include four key team members to continue growth of publishers and financial firms and at the senior executive ranks. Former Advisor John Wernz joins the team as Executive Director, former Head of Growth Hilary Malecha moves to COO and Andrew Johnson, former COO, will serve as a Board Advisor.

“I joined the Datalign team from an advisor position because the model that we’ve created is working; the company is growing and partners are jumping onboard,” said John Wernz. “It’s a real validation of the work that the team has put into building the platform.”

The Company was launched from Cambridge-based Cogo Labs, the incubation arm of Link Ventures, last year. Their broad network of publisher partners allows them to reach high-intent prospects across a range of demographics with a free tool that collects and organizes information about a client's current financial situation, needs and goals.

“We’re very enthusiastic about Datalign Advisory; we’ve seen substantial publisher growth and skyrocketing revenue recently,” said Dave Blundin, co-founder and Managing Partner, Link Ventures. “We have a lot of faith in this model and this team; 2023 is going to be a milestone year for the company.”

Registered Investment Advisors (RIAs) that are approved to join Datalign Advisory's platform enjoy several benefits not found in other referral services. There is no minimum spend or long-term contract and prospective clients are matched to a single advisor. In addition to finding new clients based on location and investable assets, firms are matched with prospects based on income, required services, time to retirement or even previous experience with financial advisers. Datalign Advisory is registered with the SEC as an RIA and is committed to matching clients with the best possible advisor.

About Datalign Advisory:

Datalign is a technology platform connecting publishers with a demand network of investment advisers. Datalign partners with premium publishers to help financial advisers reach in-market prospects with unprecedented granularity. A Cambridge, MA based company, Datalign Advisory, is backed by Link Ventures and incubated from Cogo Labs.

About Cogo Labs:

Based in Kendall Square, the innovation hub of Cambridge, Cogo Labs is the incubation arm of Link Ventures. With its 15-year history of launching successful Internet companies such as EverQuote, CourseAdvisor and Autotegrity, and over 15 petabytes of data, Cogo specializes in identifying gaps in the market and rapidly scaling new businesses.

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Datalign Advisory - a #datadriven company that connects users with #financialadvisors - recently expanded its team based on rapid growth and adoption to its model. John Wernz joins as Executive Director; former Head of Growth Hilary Malecha moves to COO.