Satayan Mahajan | Source | CEO at Datalign Advisory
Satayan Mahajan
An experienced entrepreneur, Satayan Mahajan is Chief Executive Officer of Datalign Advisory, an AI-enhanced platform that enables one-to-one matches between consumers seeking a financial advisor and industry-leading advisory firms. Focused on quality over quantity, Datalign’s platform is designed to create more meaningful connections and financial outcomes and has referred nearly $15B in assets in its first year, 2023.
Prior to Datalign, Satayan served as General Manager and Head of Product at Amazon.com. Prior to Amazon.com, Mahajan was CEO and Chairman of Motus Corp., a pioneer in motion-based controls for gaming, and the founder and CEO of iClub Inc., a leader in motion-sensing technologies for sports and golf instruction. He previously served as a Board Member for EverQuote, a leading online insurance marketplace in the U.S.
Satayan is a frequent guest lecturer in the field of product design, innovation and entrepreneurship and holds several patents in Blockchain, AI, and natural processing. An MIT graduate, Satayan currently resides in Cambridge, MA, with his family.
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Satayan Mahajan returns to startup mode at Datalign, a Cogo Labs spinout - The Boston Globe
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AI Agents Revolutionizing Financial Advisory: Pros and Cons
Satayan explains AI agents, like robo-advisors, offer convenience and affordability but lack the nuanced understanding of human advisors. While popular among younger generations, AI agents can't replace the strategic decision-making of humans. As AI becomes integral in finance, combining AI-generated advice with human guidance is essential for achieving holistic financial goals. -
Retirement Regrets: Start Planning Early, Advises Finance Expert
Satayan emphasizes the importance of early financial planning to avoid regrets. Many retirees wish they had started saving sooner. He advises, "Make a plan and start saving to stick to this plan sooner." With longer life expectancies, planning for healthcare and other expenses is crucial for a stress-free retirement. -
Prepare Your Finances for a Recession: Expert Tips from Datalign Advisory CEO
Satayan advises creating a flexible financial plan and budget, prioritizing an emergency fund, and automating savings. He suggests cutting small daily expenses, like $7 coffees, to save more. "Stress test your budget against economic changes," he says, and consider working with a financial advisor for personalized guidance and reduced financial stress.
