Diversify Advisor Network

About Diversify Advisor Network

Diversify is a wealth management firm focused on cultivating a family-like culture and providing an institutional platform to enable advisors and wealth management firms to differentiate themselves, retain entrepreneurial autonomy, and effectively serve investors. Founded by seasoned advisors and industry leaders, Diversify offers institutional-grade resources with personalized support and partnerships.

Products & Services

Investment Solutions:Asset management solutions including integrated management, alternative investments, third-party management, advisor-managed options, and DFPG Investments.

Advisor Support:Tools and resources for advisors, including technology, family office services, operational and administrative support, business development, comprehensive financial planning, tax planning, corporate retirement solutions, insurance services, and compliance.

Partnership Models:Partnership options for advisors, including independent and equity partnerships, as well as clear succession plans.

Specialties

Alternative Investments Asset Management Advisor Support Services Financial Planning Tax Planning Corporate Retirement Solutions Insurance Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 215000000 MR: - FA: $215M FAN: 215000000	D: 2024-11-01 FD: 2024-11-01	-

Funding Round Latest

2024-11-01

$215.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

R

Ryan Smith

Co-Founder & Chief Executive Officer

M

Mike Bendix

Co-Founder & Chief Executive Officer (DFPG Investments)

D

Dave Laga

Co-Founder & President

S

Stuart Matheson

Chief Strategy Officer

D

David Wrigley

Chief Investment Officer

B

Brad Anderson

Chief Operating Officer

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