Datalign Advisory, the Cambridge, Mass.-based lead generation and growth support platform, is opening its agentic AI platform to advisory firms, enabling shops of any size to build and deploy client-facing, custom, branded AI agents grounded in their investment philosophy, proprietary content and client data within a compliance-by-design framework.
To date, the SEC-registered business, which counts quite a few MIT-educated engineers and developers, several of whom have Silicon Valley experience (including years at Amazon, Google, and well-known video game developers), claims $80 billion in referred assets since its founding in 2022.
The agentic AI platform, Halo, enables firms to deploy AI agents that support advisor-client relationships and deliver the firm’s expertise, methodology and branded experience in every interaction, while operating within a compliance framework built for SEC-registered industries in finance and insurance. That compliance framework has been in development for a couple of years, according to Datalign Advisory CEO Satayan Mahajan.