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DATALIGN

CAMBRIDGE, MA · CRD 317004 · IAPD ↗ · 781-228-5678

$0Regulatory AUM
2Advisory reps
21Employees
38Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
June 2026 — DATALIGN added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
September 2024 — DATALIGN notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2024 — DATALIGN filed an Item 4A succession naming DATALIGN (CRD 317004) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.