# ASSETALIGN

ASSETALIGN is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** assetalign.com

## Regulatory record

- **CRD number:** 329950
- **SEC file number:** 801-134294
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329950

## About

AssetAlign is a financial wellness benefits platform that matches employees with vetted fiduciary financial advisors through a proprietary behavioral algorithm at zero cost to employers and employees. It offers personalized financial advice, insurance, tax preparation, and estate planning in one marketplace. AssetAlign LLC is an SEC-Registered Investment Adviser.

## Questions

### What asset classes does ASSETALIGN invest in?

ASSETALIGN focuses on asset-backed credit instruments. Public records indicate the firm originates and manages portfolios in equipment finance, commercial real estate lending, and specialty credit. Each investment is directly secured by physical or financial assets serving as primary collateral.

### What differentiates ASSETALIGN from a traditional credit fund?

Its emphasis is on hard-asset collateral — equipment, real estate, and esoteric asset-backed securities — rather than unsecured corporate lending. The firm retains origination, servicing, and portfolio-management functions internally, which distinguishes it from allocators that solely commit to third-party credit funds.

### Who runs investment decisions at ASSETALIGN?

ASSETALIGN has not publicly disclosed its investment committee composition or key principals in sources available through mid-2026. The firm maintains a low public profile with no detailed LinkedIn presence or media coverage identifying leadership.

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- [Affiliated Capital](https://altss.com/profile/affiliated-capital)
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Last updated: 2026-08-11T15:06:04.815Z

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