DiversiFi Capital

Los Altos, Californiadiversificapital.com

Overview

DiversiFi Capital is a virtual-based financial planning and wealth management firm founded in 2015. The firm emphasizes financial education, making expert advice accessible and understandable. They help in investment strategy, strategize with real estate partners to make home purchasing and selling, and work with tax preparation partners for streamlined data gathering and review.

Year Founded

2015

AUM

$596M

Portfolio Companies

Website

diversificapital.com

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021

2022

2023

2024

2025

2026

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Firmographic Details

HeadquartersLos Altos, California

Year Founded2015

AUM$596M

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