Datalign Advisory, an AI-powered company connecting Americans with trusted financial advisors, has appointed Andy Berkheimer as Chief Technology Officer. In this role, the senior engineering executive will lead Datalign's growing engineering team and advance its generative AI and machine learning (ML) capabilities to meet surging demand for personalized and trusted financial guidance.
Across his 25-year career, Berkheimer has led teams building consumer and enterprise facing platforms that transformed how billions of people engage with technology. In his decade-plus tenure at YouTube, he guided the platform through three critical phases: scaling high-quality video delivery to billions of users, leading the transition to mobile and smart TVs, and the ensuing transformation into a highly personalized destination during a period of tremendous growth. Most recently at Meta's Reality Labs, he applied this same expertise in the frontier of technology innovation to next-generation enterprise collaboration tools.
Datalign recently secured a $9 million investment following 300% year-over-year growth. In 2024, the company matched $40 billion in assets with over 7,000 trusted advisors. To help lead its next phase of growth, Datalign has brought on Berkheimer, an MIT graduate returning to his Cambridge roots.
"Datalign is transforming how Americans discover and connect with financial guidance at a time when they need it most," said Satayan Mahajan, CEO of Datalign Advisory. “Andy's expertise in building personalized, high-trust platforms perfectly aligns with our mission to use technology to connect people in meaningful ways. I'm excited to welcome Andy to the team and see his impact across Datalign.”
As CTO, Berkheimer will lead Datalign's engineering team to enhance its financial advisory matching platform and scale the company's AI infrastructure. Berkheimer aims to accelerate the company's market traction by expanding the team and developing advanced generative AI and ML capabilities to scale their connections between Registered Investment Advisors ("RIAs") and their potential clients.
"Throughout my career, I've seen how small, passionate teams can transform entire industries,” said Berkheimer. “There's enormous untapped opportunity in bringing modern, consumer-oriented experiences to the finance industry. I've seen the potential to unlock new ways of connecting people through personalized experiences that leverage AI, and I'm eager to help Datalign lead the way.”
In the coming months, Datalign plans to expand its engineering team under Berkheimer's leadership and introduce new AI capabilities to enhance how people connect with financial advisors – making the experience more intuitive, precise, and personalized.
About Datalign Advisory
Datalign Advisory is the financial connection company you've been waiting for. We align Americans – from young professionals to retirees – with trusted financial advisors, empowering them to turn their financial goals into reality. As generations prepare to inherit and manage unprecedented financial resources, the need for trusted, AI-enhanced and personalized connections has never been clearer for consumers and advisors alike.
In 2022, we launched from Cambridge's innovation hub with Link Ventures as our lead investor. Today, we've connected over $40 billion in assets with 7,000 trusted advisors.
Discover the perfectly aligned approach to finance and wealth management on DatalignAdvisory.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250411133199/en/
"Datalign is transforming how Americans discover and connect with trusted financial guidance," said Satayan Mahajan, CEO of Datalign. “Andy's expertise perfectly aligns with our mission to use technology to connect people in meaningful ways."
Contacts
Press: John Pelle johnpelle@datalign.com (718) 578-8275
