Datalign Advisory launched GEOs, an AI-powered geographic expansion engine to help financial advisors identify underserved consumers. GEOs uses AI and machine learning predictive models along with a knowledge graph of over 200 million Americans to guide advisors to underserved communities where Americans need retirement planning, tax strategy, estate planning, and other guidance but can't find an appropriate match locally. By aggregating over a decade of behavioral, financial, and demographic data across hundreds of variables, GEOs streamlines how advisors discover and connect with underserved consumers, improving outcomes for both parties.
In a pilot, an advisor using Datalign’s GEOs achieved the following results:
- 12% boost in revenue from new clients
- 11% lower cost per lead
- 9% more leads
"We're using our data and expertise to build an engine that can help advisors discover untapped opportunities and connect with the consumers who need them most," said Satayan Mahajan, CEO at Datalign Advisory. "Finding the right markets to grow your practice shouldn't cost a fortune or feel like shooting in the dark. GEOs eliminates the uncertainty and expense, giving advisors the insights they need to expand strategically while helping consumers access the financial guidance they're seeking."
GEOs is now available exclusively to fiduciary advisors on Datalign’s platform through our Customer Success team. Interested RIAs can contact their Customer Success Manager or email advisors@datalignadvisory.com to connect with our advisory team.
GEOs Takes the Guesswork out of Growth
Mark Casady, General Partner & Co-Founder at Vestigo Ventures and former CEO of LPL Financial, offered his perspective: “Throughout my career in wealth management, the most enduring challenge wasn’t just growing — it was growing with purpose. For too long, our industry has relied on intuition and word-of-mouth to guide strategic decisions. What Datalign is building with GEOs and other AI innovations represents a fundamental shift. It empowers advisors to see around corners, to grow intelligently, and to spend more time doing what truly matters — deepening relationships and delivering transformative value to their clients.”
At launch, GEOs delivers three core capabilities:
- Strategic Expansion: Data-driven recommendations for advisors looking to extend their geographic reach with in-person or virtual services, showing exactly which communities need their specialization.
- Market Opportunity: Analysis of promising regions for new advisor connections, factoring in demographic trends, community needs, and current advisor availability in specific service areas.
- Growth Modeling: Predictive analytics that estimate where an advisor's expertise can have the greatest impact and highest conversion potential in underserved communities.
More Meaningful Insights for Advisors
While public demographic data reveals broad market trends, it can't pinpoint where genuine demand exists without adequate advisor coverage. That's where Datalign's proprietary dataset of successful advisor-client connections creates a competitive advantage — revealing specific communities where expertise is needed but unavailable locally.
Examples of how GEOs can support advisors include:
- Retirement Planning in Florida: A retirement specialist can see that while Florida's 65+ population will expand, GEOs identifies the exact ZIP codes where retirees are actively seeking help but can't find qualified local advisors — allowing precise targeting instead of competing in oversaturated markets.
- Tax Planning in Texas: A tax specialist knows that Texas is home to 3.2 million small businesses, making up over 99 percent of all businesses statewide according to the U.S. Small Business Administration, but GEOs reveals which specific communities have high concentrations of these business owners lacking access to specialized tax guidance — opportunities invisible in standard market research.
Datalign expects to announce additional AI-powered tools in the coming months as part of its mission to transform how Americans connect with the right advisor, and ensure advisors have the best AI tools to unlock organic growth.
About Datalign Advisory
Datalign Advisory is a financial technology company that connects Americans with fiduciary advisors through a free to use, AI-enhanced platform built for privacy, simplicity, and alignment.
We launched in 2022 from the heart of Cambridge’s innovation hub, with support from Link Ventures. As an SEC-registered business, we’ve built a platform that has already helped connect over $50 billion in assets to 13,000 trusted advisors. 86% of advisors on Datalign’s platform appeared on the 2023 Barron’s Top RIA list.
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Contacts
Press: John Pelle, johnpelle@datalign.com
