Company Email Format Management

DiversiFi Capital LLC

Financial Services Los Altos, California, United States 14 employees

Employees: 14
Contacts: 3
Emails: 3
Phones: 2

diversificapital.com LinkedIn

DiversiFi Capital LLC Overview

Headquarters: Los Altos, California, United States
Phone Number: Available in AeroLeads
Website: diversificapital.com
Industry: Financial Services
Employees: 14
Founded: 2015
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Services Investment Advisory Services Financial Education Financial Advisor Budget planning Tax Strategy Equity Compensation Investing Wealth Management Real Estate Savings Investment Strategy

About 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.

DiversiFi Capital LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

DiversiFi Capital LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Raymond Vo	Chief Compliance Officer, Financial	San Francisco Bay Area, United States	Email Phone
Jaclyn Boos (Provencher)	COO @ Diversifi Capital - Comms	Livermore, California, United States	Email
Austin Alexander	Capital Markets Analyst - Uc Berkeley	Irvine, California, United States	View
Ramsey Morton		Kansas City, Missouri, United States	Email Phone