Dversify is a Texas-built financial planning platform that uses automation and AI to make financial analysis more accessible. Offered by Dversify AI LLC, the platform brings investment, retirement, tax, equity-compensation, real-estate, insurance, cash-flow, and estate-planning considerations into one connected view. Customers upload documents, answer questions, model scenarios, and receive plain-English, report-driven analyses, typically within minutes.

Subscription plans use a flat price rather than asset-based fees and include multiple services that can be rerun as circumstances change. Packages are designed for people approaching retirement, investors with complex portfolios, and, in a planned Investor Plus offering, business owners and executives. A free Tax Modeler lets account holders explore federal tax scenarios without a subscription.

Warren, Dversify’s AI assistant, can explain users’ own reports and numbers, but is not a person or a substitute for professional tax or legal advice. Analyses are provided by Dversify Advisors LLC, a registered investment adviser, and are automated and non-discretionary; users remain responsible for their financial decisions