Dversify Plans
One plan for your life stage.
Every analysis in your plan, as often as you need it — recalculated as your numbers, the thresholds, and the law change. One flat price, not a fee on your assets.
One flat price
No asset minimums, no percent-of-assets fees. You know the cost before you start.
Unlimited re-runs
Re-run any analysis in your plan whenever your numbers, the thresholds, or the law change.
Warren included
Ask anything about your own results in plain English — Warren, our AI assistant, is part of every plan.
Cancel anytime
Cancel online from your dashboard. You keep access through the period you paid for, and every report is yours.
Not ready for a plan? Start with the Free Tax Modeler.
Model your federal taxes interactively, free with a signed-in account — no subscription, no charge, no commitment.
The registered adviser behind the platform
Who provides the advice here?
The analyses in a Dversify subscription is provided by Dversify Advisors LLC, a registered investment adviser, and generated by the platform from the information you supply. The advice is automated and non-discretionary: there are no meetings or calls, nothing is monitored between your sessions, and every decision to act stays with you.
Common questions
What exactly do I get with a plan?
Every service listed in the plan, run as often as you need it during your subscription. Each run produces a detailed, plain-English report delivered to your dashboard — and the reports are yours to keep even after you cancel.
What does a plan include?
A plan covers every analysis for your life stage at one flat quarterly price, with unlimited re-runs as your situation changes. Not ready to subscribe? Start with the Free Tax Modeler — free with a signed-in account.
What does “coming soon” mean inside a plan?
Some services in a plan are still launching. They join your plan automatically at no extra cost the moment they go live — the price does not change.
Is this financial advice?
Yes — and it is delivered entirely by software. Advisory services on dversify.ai are provided by Dversify Advisors LLC, an investment adviser registered with the Texas State Securities Board, and your subscription is with that entity. The advice is automated and non-discretionary: our algorithms generate it from the information you supply, there are no meetings or human consultations, and you decide whether and how to act on every recommendation. The platform itself is owned and operated by Dversify AI LLC, which is not an investment adviser. We do not take custody of your assets, execute transactions, or provide legal or accounting advice.
Still deciding? Start free.
Create a free account and start with the free Tax Modeler — no payment required. Join a plan whenever you're ready, or have questions answered first.