Diversifi Capital Llc
We’re a virtual-based Financial Planning & Wealth Management group that’s reimagining financial advice by putting education first. We bring passion, customer focus, and fun to all that we do in hopes of making financial advice easier to understand & more accessible. We place a strong emphasis on simple, straightforward financial education and advice because we believe that the better you understand your finances, the more success you will achieve. Our outcomes-based approach to financial planning is based on a true passion to improve the well-being of those around us, and we center on services and approach around integrity, trust, empathy, and approachability. Disclosure: This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where DiversiFi Capital LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. DiversiFi Capital LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JB
Jacob Barfield
Portfolio Manager · Finance & Accounting
EmailPhone - TD
Tim Dewhurst
Sr Business Analytics Program Manager · Other
EmailPhone - EZ
Eileen Zhang
Operations Associate · Operations
EmailPhone - LZ
Lily Z.
Financial Advisor · Finance & Accounting
EmailPhone - RM
Ramsey Morton
Business Operations Analyst · Operations
EmailPhone - ND
Nathan Dingler
CEO & Co-founder · General Business & Management
EmailPhone - RV
Raymond Vo
CCO and Co-founder · General Business & Management
EmailPhone - AD
Audrey Dawodu
Operations & Trading Analyst · Finance & Accounting
EmailPhone - JB
Jared Blue
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Diversifi Capital Llc
11 distinct titles indexed · top 10 shown.
- 4financial advisor
- 1business operations analyst
- 1cco and co-founder
- 1ceo & co-founder
- 1coo partner
- 1finance manager
- 1marketing & communications
- 1operations & trading analyst
- 1operations associate
- 1portfolio manager
- +1more titles
Sign up to unlock all 15 contacts at Diversifi Capital Llc
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