About Us

At AssetAlign, we believe that personalized financial guidance should be accessible to everyone—regardless of income or background.

Founded in Boston in 2023, we are a fintech company on a mission to simplify the way individuals connect with financial advisors. Using a proprietary matching algorithm developed in collaboration with MIT's Laboratory for Financial Engineering, we align people with advisors who not only understand their financial goals but also their unique behavioral tendencies.

We serve individuals, employers, and benefit providers with a modern, inclusive approach to financial planning. Whether you're preparing for retirement, planning for college, or simply trying to make smarter financial decisions, AssetAlign is here to help you find the right advisor—someone who fits you, not just your finances.

Our partnerships, like the one with College Aid Pro, further our commitment to delivering smart, personalized advice at pivotal life moments.

We're a small but passionate team of technologists, financial experts, and innovators, driven by a shared belief that financial peace of mind should be within everyone's reach.