Diversify is an SEC-registered wealth management firm in Sandy, Utah, offering investment management, financial planning and advisory services to advisors, families and family offices nationwide.
Diversify is a wealth management firm founded in 2004 and headquartered in Sandy, Utah. It operates as an SEC registered investment advisor with an affiliated broker-dealer, DFPG Investments, LLC, and reports more than $12 billion in assets under management and administration. The firm serves hundreds of advisors across the United States and draws on over 25 years of experience serving clients.
Its work spans three main service lines: institutional-quality investment management for individual investors, families and single family offices; customised financial planning designed to keep clients aligned with long-term goals; and comprehensive wealth advisory services that pair institutional resources with a boutique, personalised approach. The firm lists wealth management, financial services, investment advisory and family office services as its principal industry verticals.
Technology forms a significant part of Diversify's operating model, with technical domains covering wealth technology and fintech, innovation in wealth services, and investment management technology. The company describes itself as emphasising technology and innovation alongside disciplined strategy and personalised guidance, with a team aligned around client goals and trust-based relationships with clients, advisors and communities.
