A complete list of active advisors currently associated with Diversifi Capital Inc
Warmer can help you find a great advisor at Diversifi Capital Inc or one who fits your needs even better.
DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients and also advises pooled investment vehicles. The firm offers discretionary portfolio management, tiered financial planning (Starter, Core, Plus), managed 401(k) services via Pontera, and acts as manager/GP for multiple private funds and SPVs, listing vehicles such as DiversiFi Ventures Cursor AI, DFi Venture Fund I & II, and SPVs including DV Figure AI, DV Databricks, DiversiFi Ventures OpenAI, SpaceX, Groq, and Coreweave; the brochure reports approximately $671 million in assets under management across its client base. DiversiFi’s investment process begins with an Investment Policy Statement and relies on a mix of fundamental, technical, charting and quantitative analysis, using both long‑ and short‑term trading and ETFs where appropriate. The firm may engage sub‑advisors (naming O’Shaughnessy Asset Management and Quantinno Capital Management), applies an explicit social‑impact investment filter (environmental sustainability, human rights/equity, and transparent governance), and provides specialized offerings such as a Tech Layoff Package, a Tax Exchange Fund, and estate‑planning coordination through EncoreEstates. What distinguishes DiversiFi from many peers is its role as a private fund sponsor and adviser combined with the use of performance‑based fee arrangements and management of pooled vehicles; the firm discloses a number of SPVs and private funds focused on frontier technology investments. The brochure also notes that DiversiFi publishes performance and hypothetical performance information, gives certain clients priority access to DiversiFi Ventures, and discloses potential conflicts of interest arising from principals’ roles as managers/GPs of the funds and from performance‑based compensation.
To learn more about the advisors currently working at Diversifi Capital Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Altos, CA
| 12
| |
Los Altos, CA
| 14
| |
Los Altos, CA
| 12
| |
Los Altos, CA
| 6
| |
Los Altos, CA
| 4
| |
Los Altos, CA
| 10
| |
Los Altos, CA
| 7
|
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