Pricing
A member with a $3M portfolio pays the same as a member with $300K. No asset minimums, no percent-of-assets fees, cancel any time.
55+ Pre-Retirement Package
$495 / quarter
$1,980 per year · about $165/month · billed quarterly in advance
You’ve spent decades building this — now don’t risk timing it wrong. Social Security claiming, Roth conversions, Medicare & IRMAA, RMDs, and estate gaps, analyzed together on your numbers.
Cancel any time — access through the quarter you’ve paid for.
The Investor Package
$745 / quarter
$2,980 per year · about $248/month · billed quarterly in advance
You’ve built some wealth — now the risk is retention, concentration, taxes, and drift. Portfolio balancing, equity comp, tax-efficient accumulation, and estate foundations, analyzed together on your numbers.
Investor Plus
Coming soon
Everything in Investor, plus investor-grade tax return filing
The full analysis platform with your tax return prepared and filed. Coming soon — tell us you’re interested and we’ll let you know when it’s available.
No charge, no commitment — we’ll email you when it opens.
Investor Plus interest listNot ready for a plan? The Free Tax Modeler is free forever.
Model your federal taxes interactively with a free signed-in account. A computational tool, not advisory — no subscription, no charge.
Try it freeSubscriptions are billed quarterly in advance by card or ACH through Stripe. Your first invoice is billed at signup and covers your subscription through the end of the then-current quarter, and your subscription renews automatically each quarter until you cancel. We never bill more than one quarter ahead, and there is no annual-prepay option.
Yes — any time, online. When you cancel, your access continues through the end of the quarter you have already paid for, and you are not billed for any later quarter. Texas clients additionally have a five-business-day right of cancellation after signing the Investment Advisory Agreement with a refund of all fees paid.
Every analysis included in your package, run as often as you need it — your inputs change, the thresholds change, you re-run. Reports you generate are yours to keep, including after your subscription ends.
No. Advice is generated by the platform from the information you supply — there are no meetings, video calls, or human consultations. Ask Warren, the built-in assistant, can help you understand your own generated reports and how the models work, but it does not provide recommendations beyond what your reports contain.
No. Analyses run when you run them. To get an updated recommendation, return to the platform and supply current information — nothing is monitored or updated automatically in between.
Advisory services on dversify.ai are provided by Dversify Advisors LLC, an investment adviser registered with the Texas State Securities Board, and are automated and non-discretionary: advice is generated by the platform from information you supply, and you decide whether and how to act on it. The dversify.ai platform is owned and operated by Dversify AI LLC. Dversify does not provide legal or accounting advice, does not take custody of client assets, and does not execute transactions. Investing involves risk, including possible loss of principal.
Cancel any time — access through the quarter you’ve paid for.
Fees are negotiable at our discretion and promotional pricing may be offered from time to time, so different clients may pay different amounts for the same package. The price you are charged is always stated before you subscribe and in your agreement.
A free interactive federal tax modeling tool available to signed-in users without any subscription. It is a computational tool only — it is not part of the advisory service and using it does not create an advisory relationship.