# Dversify

- **Website:** <https://dversify.ai>
- **Primary alias:** `dversify.ai`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [instagram](https://instagram.com/dversifyai)
- [facebook](https://facebook.com/profile.php?id=61580114782388)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idO-jvZdtW/w/1024/h/1024/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790622170750)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Lightning Yellow | #fbbf24 | accent |
| Big Stone | #1a2744 | dark |
| White | #ffffff | light |

## Fonts

- var(--font-inter) — asset _(custom)_

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_Source: <https://brandfetch.com/dversify.ai>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._