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 Inc provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and the firm also serves pooled investment vehicles. Its services include household portfolio management, managed 401(k) oversight via the Pontera platform, multi‑tier financial planning packages (Starter/Core/Plus), and estate‑planning support through third‑party providers. The firm documents each client’s goals and constraints in an Investment Policy Statement and implements strategies using a mix of fundamental, technical, charting, and quantitative analysis, with an option to apply social‑impact screens for discretionary allocations. DiversiFi may allocate to third‑party sub‑advisors (including O’Shaughnessy Asset Management) and recommends Charles Schwab as custodian while conducting periodic account reviews and reporting. Notably, DiversiFi is both a sponsor/manager of multiple private funds and SPVs (the brochure lists vehicles such as DiversiFi Ventures Cursor AI, Anduril, SpaceX, OpenAI and others) and discloses that it charges performance‑based fees and manages pooled investment vehicles for which it acts as general partner. The combination of retail advisory services with fund‑sponsoring activity, plus ancillary offerings described in the brochure (virtual classroom‑style education, a Tech Layoff package, and managed estate‑planning engagements), creates conflicts the firm discloses when recommending its private funds to suitable clients.

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.