What is Diversified Financial Management's NAICS code?

Diversified Financial Management's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Niche Market Focus Diversified Financial Management specializes in serving successful individuals and their families with personalized wealth management services, presenting opportunities to offer tailored high-net-worth client solutions and premium financial products.

High Revenue Potential With annual revenues estimated between 10 million and 25 million dollars, DFM demonstrates significant financial stability and growth prospects, making it an attractive prospect for premium service providers and technology solutions designed for mid-sized financial firms.

Technology Integration The company's diverse tech stack including MySQL, Google Tag Manager, and Shopify indicates a commitment to digital engagement and client management, opening avenues to introduce advanced CRM, analytics, or client portal enhancements.

Growth Opportunities As a small, independent firm in a highly competitive industry dominated by large players like Fidelity and Charles Schwab, DFM could benefit from strategic partnerships or service enhancements that differentiate its value proposition to clients.

Competitive Positioning With a relatively small team of 2-10 employees but operating within a market with major players employing thousands, there is potential to offer scalable, innovative solutions that support digital marketing, client acquisition, and operational efficiency for small advisory firms.

Similar companies to Diversified Financial Management

Diversified Financial Management Tech Stack

Diversified Financial Management uses 8 technology products and services including MySQL, Shopify, Font Awesome, and more. Explore Diversified Financial Management's tech stack below.

MySQL
Database
Shopify
E-commerce
Font Awesome
Font Scripts
Lodash
Javascript Libraries
Underscore.js
Javascript Libraries
imagesLoaded
Javascript Libraries
Google Tag Manager
Tag Management
bxSlider
Web Tools And Plugins

Media & News

Diversified Financial Management's Email Address Formats

Diversified Financial Management uses at least 1 format(s):

Diversified Financial Management Email Formats	Example	Percentage
First.Last@dfmwealth.com	John.Doe@dfmwealth.com	36%
First@dfmwealth.com	John@dfmwealth.com	19%
FLast@dfmwealth.com	JDoe@dfmwealth.com	9%
First.Last@dfmwealth.com	John.Doe@dfmwealth.com	36%

Frequently Asked Questions

Where is Diversified Financial Management's headquarters located?

Diversified Financial Management's main headquarters is located at Norwell, Massachusetts 02061 United States. The company has employees across 1 continents, including North America.

What is Diversified Financial Management's phone number?

You can contact Diversified Financial Management's main corporate office by phone at

+1-781-792-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Diversified Financial Management's official website and social media links?

Diversified Financial Management's official website is dfmwealth.com and has social profiles on LinkedIn.

How much revenue does Diversified Financial Management generate?

As of March 2026, Diversified Financial Management's annual revenue is estimated to be $440K.

What is Diversified Financial Management's SIC code NAICS code?

Diversified Financial Management's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Diversified Financial Management have currently?

As of March 2026, Diversified Financial Management has approximately 4 employees across 1 continents, including North America. Key team members include President: C. P.Managing Partner: R. L.Wealth Management - Financial Advisor: M. E.. Explore Diversified Financial Management's employee directory with LeadIQ.

What industry does Diversified Financial Management belong to?

Diversified Financial Management operates in the Investment Management industry.

What technology does Diversified Financial Management use?

Diversified Financial Management's tech stack includes MySQLShopifyFont AwesomeLodashUnderscore.jsimagesLoadedGoogle Tag ManagerbxSlider.

What is Diversified Financial Management's email format?

Diversified Financial Management's email format typically follows the pattern of First.Last@dfmwealth.com. Find more Diversified Financial Management email formats with LeadIQ.

When was Diversified Financial Management founded?

Diversified Financial Management was founded in 1986.

Diversified Financial Management

Q: What technology does Diversified Financial Management use?

Diversified Financial Management's tech stack includes RSS, Lodash, Open Graph, Twemoji, Formidable Forms.

Investment ManagementMassachusetts, United States2-10 Employees

Diversified Financial Management, (DFM) is a fee-only, independent, wealth management firm located in the Boston area.  DFM professionals have extensive experience counseling successful individuals and their families. Our focus is to assist our clients in defining and achieving their lifestyle objectives, while ensuring their long-term financial security through the accumulation, management, protection, and transfer of their assets.