Datalign Advisory has announced a significant expansion of GEOsAI, its AI-driven geographic intelligence platform, adding new capabilities that help financial advisors precisely identify where to open new offices. The update shifts GEOsAI from a market insight tool into a full-fledged site selection engine, enabling registered investment advisors (RIAs) to pursue organic growth with greater confidence and accuracy.
The expanded platform analyzes where unmet demand for financial advice exists by identifying communities with consumers actively seeking guidance but lacking access to qualified local advisors. Built on Datalign’s proprietary knowledge graph encompassing data on more than 200 million Americans, GEOsAI draws on over a decade of behavioral, financial, and demographic signals to surface opportunities that traditional public datasets often miss.
Since GEOsAI’s initial launch in June 2025, early results have highlighted its impact. One advisor who expanded geographic coverage using the platform recorded an 11.4% increase in scheduled appointments while reducing cost per lead by 15%. Advisors across Datalign’s network are now using GEOsAI to guide their expansion strategies. “Geo-mapping has been a valuable tool in shaping our growth strategy,” said Chad Webb, Vice President of Growth Operations at Modern Wealth Management. “Datalign’s ability to visualize target markets using demographic and economic data helps ensure our efforts are focused where they can have the greatest impact.”
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The latest update introduces more precise targeting down to ZIP-code-level communities, uncovers “hidden” markets not visible in standard demographic reports, and improves prospect conversion outcomes. In pilot programs, one advisor reported a 12% increase in revenue from new clients, along with more leads at a lower acquisition cost.
“Organic growth has always been the hardest part of building an advisory practice—there’s never been a way to systematically identify where demand exists,” said Satayan Mahajan, CEO of Datalign Advisory. “GEOsAI solves that. Advisors can now pinpoint exactly where to grow and reach underserved clients that need their advice—before competitors even know these markets exist.”
The GEOsAI expansion builds on earlier capabilities such as strategic expansion planning, market opportunity analysis, and predictive growth modeling. Combined with Datalign’s Relationship AI, released in January, GEOsAI advances the company’s vision of a unified, AI-powered platform for sustainable advisory growth.
