DiversiFi Capital

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DiversiFi Capital — overview

About

Established in 2015, DiversiFi Capital is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The wealth manager offers financial planning, retirement planning, tax planning, portfolio management, insurance planning, college planning, estate planning, debt and credit planning, and investment planning services. It advises high-net-worth individuals and pooled investment vehicles.

DiversiFi Capital - known decision makers (5)

Position	Location	Asset Class
Co-Founder, Chief Executive Officer & Head of Wealth	Los Altos, US	PERE
Co-Founder, Chief Compliance Officer & Financial Advisor	Los Altos, US	PERE
Chief Operating Officer	Los Altos, US	PERE
Senior Financial Advisor	Los Altos, US	PERE
Head of Advisory	Los Altos, US	PERE

Showing 5 of 5 known decision makers DiversiFi Capital

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