Dversify
We are a registered investment adviser that delivers advice through software. Upload your documents, answer a few questions, and your plan produces in-depth, personalized analyses — across taxes, retirement, equity comp, real estate, insurance, estate planning, and cash flow — for one flat subscription price.
What we do
Dversify turns your documents and your answers into written analysis you can act on. Through dversify.ai, Dversify Advisors LLC — an investment adviser registered with the Texas State Securities Board — produces subscription analyses built around your life stage, from the big pre-retirement decisions to the tax and equity questions of your accumulation years. Each one is generated by a deterministic rule engine and structured workflows running against the data and documents you provide. The work is automated and non-discretionary: no meetings or calls, no money managed on your behalf, no brokerage. The recommendations arrive in writing, and every decision to act stays with you.
How we're different
- One flat price. No asset minimums, no percent-of-assets fees. A plan covers every analysis it includes at a time when you have a decision to make.
- Advice by engine, not by meeting. Every analysis is engine-generated and validated automatically. That's how we deliver a registered adviser's service at a flat quarterly price instead of the percent-of-assets fees you'd pay a traditional firm.
- No products to sell. Our engine earns no commissions and has no in-house funds or insurance to place. The analysis is the product, and your subscription is the only way we get paid.
- Document-driven. Upload a tax return, W-2, 1099, pay stub, or other supporting documents and our pipeline extracts the relevant fields so you do less typing.
- You stay in control. Each analysis shows you the math, scenarios, and trade-offs. The decisions stay with you and the licensed professionals you choose to consult.
Documents & security
When you order a service, you may upload tax returns, wage statements, 1099s, account statements, and other files needed for the analysis. Documents are protected with bank-level encryption — AES-256 at rest and TLS in transit — and processed on ISO/IEC 27001 compliant Cloud Infrastructure, used only to deliver the service you ordered. We do not use your documents to train machine-learning models, and we do not sell your data.
For details on collection, retention, and your rights, see our Privacy Policy.
Who provides what
Subscription advisory services are provided by Dversify Advisors LLC, an investment adviser registered with the Texas State Securities Board. The dversify.ai platform is built, owned, and operated by its affiliate Dversify AI LLC, a technology company that is not an investment adviser, broker-dealer, CPA firm, or law firm. Advice is automated and non-discretionary and does not include legal or accounting advice; free tools like the Tax Modeler are not advisory services and do not create an advisory relationship. Investing involves risk, including possible loss of principal.