DiversiFi Capital
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.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is DiversiFi Capital based?
DiversiFi Capital is headquartered in Los Altos, California, United States.
When was DiversiFi Capital founded?
DiversiFi Capital was founded in 2015.
How many portfolio companies does DiversiFi Capital have?
DiversiFi Capital has 1 portfolio company in Caplight's dataset.
What are some companies in DiversiFi Capital's portfolio?
Specific portfolio company names for DiversiFi Capital are not publicly available on Caplight.
What was DiversiFi Capital's most recent investment?
Most recent investment information for DiversiFi Capital is not publicly available on Caplight.
What sectors does DiversiFi Capital focus on?
DiversiFi Capital focuses on FinTech, Consumer & Commerce.
What company stages does DiversiFi Capital focus on?
DiversiFi Capital typically invests at the Early stage.
What is DiversiFi Capital's AUM?
DiversiFi Capital's assets under management are estimated between $250.0M and $500.0M.