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Financial Advice: Tailored To You

The Marketplace connects you with the right financial advisor using a behavior-based matching process backed by MIT-developed science. By understanding how you think, make decisions, and approach money, we pair you with an advisor whose style truly fits—creating a partnership that feels natural, productive, and built for long-term success.

Discover how the AssetAlign Marketplace empowers employees with financial clarity and peace of mind. Whether you’re exploring wellness benefits, smarter coverage, or planning tools, we’re here to help. Fill out the contact form and our team will connect with you to walk through the possibilities.

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Redefining Wellness, One Step At A Time

Bring financial wellness to your workforce. Reduce stress, boost productivity, and show employees you invest in their future with AssetAlign's vetted advisors and turnkey benefits platform.

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Built For Business And Their Teams

Explore tailored financial wellness resources — whether you're here to support your team or invest in your own journey.

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