Satayan Mahajan

CEO

Satayan Mahajan is CEO of Datalign Advisory, an AI-enhanced platform that enables one-to-one matches between consumers seeking a financial advisor and advisory firms.

He is an experienced entrepreneur; a frequent guest lecturer in the field of product design, innovation and entrepreneurship; and holds several patents in blockchain, artificial intelligence and natural processing.

Technology

5 smart ways to grow an RIA with AI — and 5 caveats

Firms need the latest artificial intelligence-driven tools to capture the great wealth transfer's digital-first prospect base — but also the skillsets to effectively use them.

By Satayan Mahajan

November 20