Built to close the advice gap.
A team united by one belief: personalized financial guidance should be within everyone's reach.
Financial wellness for
every employee.
At AssetAlign, we believe that personalized financial guidance should be accessible to everyone — regardless of income or background. We're changing the way individuals connect with financial advisors, through technology that aligns people with advisors who understand not just their financial goals, but their unique behavioral tendencies.
Founded in Boston in 2023, we built our proprietary matching algorithm in collaboration with MIT's Laboratory for Financial Engineering — because matching a person to the right advisor is as much behavioral science as it is finance.
Our principles
Fiduciary First
Every advisor on our platform is a vetted fiduciary — legally required to act in your best interest, not their own.
Zero Cost Promise
AssetAlign is and will always be free for employers and employees. Our model is built on alignment, not extraction.
Behavioral Matching
Generic advice doesn't move the needle. Our algorithm matches each person to the right advisor based on their individual behavioral profile.
One Platform
Financial advice, insurance, tax preparation, and estate planning — accessible through a single, seamless experience.
Invest In You.
Whether you're an employer looking to add a meaningful benefit or an employee ready to take control of your financial future — we're here.