Diversify Employee Directory

Financial ServicesUtah, United States51-200 Employees

Diversify is a wealth management firm that empowers financial advisors and their clients with institutional resources and a boutique, personalized approach.

We are dedicated to delivering an unmatched, client-focused experience that is built on personalization and genuine partnership. Our expert advisors promise to care for your future like it’s their own.

Advisors at Diversify are backed by institutional-caliber support and innovative resources, freeing them to focus on what matters most: delivering highly personalized advice with the goal of helping clients build, manage, and protect their wealth.

At Diversify, we reject private-equity driven shortcuts. We are built for the long game, driven by innovation, focused on consistency, and fiercely committed to delivering a remarkable experience at every level.

Investment advisory services are offered through investment advisor representatives of Diversify, collectively Diversify Advisory Services, LLC ("DAS") and Diversify Wealth Management, LLC ("DWM"). Both DAS and DWM are an SEC registered investment advisor. Securities offered through DFPG Investments, LLC, member FINRA/SiPC.

Find Diversify employees' phone numbers or email addresses

Diversify Global Highlights

Location
Employees

North America
106

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  • United States Of America
    106

Asia
2

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  • Philippines
    1
  • Bahrain
    1

Europe
1

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  • Norway
    1

Diversify's Leadership

  • Stylized image of a person
    C. W.
    Chief People Officer
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  • Stylized image of a person
    D. W.
    Chief Investment Officer
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  • Stylized image of a person
    K. B.
    Chief Legal Officer
    Phone icon
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    S. M.
    Chief Strategy Officer
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    B. A. C.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    B. K.
    Chief Financial & Information Officer
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    B. G.
    Chief Technology Officer
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    J. A.
    Chief Compliance Officer
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Diversify Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Sales
  • Accounting
  • Other
  • Business

Contact profiles from Diversify

Name
Title
Contact Info
Location
Last Update
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    A. B.
    Account Manager
    Phone icon
    Oct 22, 2024
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    B. P.
    Account Manager
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    B. T.
    Client Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    K. S.
    Account Manager
    Phone icon
    United StatesUtah
    Sep 16, 2024
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    M. N.
    Sr Integrations & Operations
    Phone icon
    United StatesUtah
    May 27, 2026
  • Stylized image of a person
    P. B.
    Senior Financial Advisor
    Phone icon
    United StatesDistrict of Columbia
    Apr 21, 2026
  • Stylized image of a person
    B. L.
    Sr. Operations Specialist
    Phone icon
    United StatesUtah
    Jun 09, 2026
  • Stylized image of a person
    C. W.
    Senior Trader
    Phone icon
    United StatesUtah
    May 31, 2026
  • Stylized image of a person
    J. D. C.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. H.
    Alternative Investment Analyst
    Phone icon
    United StatesUtah
    Apr 21, 2026

Frequently Asked Questions

What is Diversify known for?

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Diversify was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9017 South Riverside Drive. Sandy, Utah 84070 United States; you can contact the main corporate office by phone at . Explore Diversify's company overview page for more information.

What is Diversify's most common email format?

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Diversify employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversify email formats with LeadIQ.

How many employees does Diversify have currently?

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Diversify has approximately 116 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Diversify's key employees and leadership?

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As of June 2026, Diversify's key employees include:

  • Chief People Officer: C. W.
  • Chief Investment Officer: D. W.
  • Chief Legal Officer: K. B.
  • Chief Strategy Officer: S. M.
  • Chief Operating Officer: B. A. C.

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