Diversify Employee Directory

Financial ServicesUtah, United States51-200 Employees

Diversify is a wealth management firm based in Sandy, Utah, that serves financial advisors and their clients by pairing institutional-grade support with a boutique, personalized service. Its model frees advisors to deliver tailored guidance for building, managing, and protecting wealth, supported by resources typically available to larger institutions. Investment advisory services are provided through SEC-registered affiliates Diversify Advisory Services, LLC and Diversify Wealth Management, LLC, with securities offered through DFPG Investments, LLC. The company operates in the financial services industry with a client-focused, long-term partnership approach. In August 2024, Diversify announced the appointment of a vice president for regional business consulting to strengthen advisory partnerships.

Find Diversify employees' phone numbers or email addresses

Diversify Global Highlights

Location
Employees

North America
106

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  • United States Of America
    106

Asia
2

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  • Philippines
    1
  • Bahrain
    1

Europe
1

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  • Norway
    1

Diversify's Leadership

  • Stylized image of a person
    C. W.
    Chief People Officer
    Phone icon
  • Stylized image of a person
    D. W.
    Chief Investment Officer
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  • Stylized image of a person
    K. B.
    Chief Legal Officer
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  • Stylized image of a person
    S. M.
    Chief Strategy Officer
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    B. A. C.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    B. K.
    Chief Financial & Information Officer
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  • Stylized image of a person
    B. G.
    Chief Technology Officer
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    J. A.
    Chief Compliance Officer
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Diversify Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Sales
  • Accounting
  • Other
  • Business

Contact profiles from Diversify

Name
Title
Contact Info
Location
Last Update
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    M. W.
    Director Of Finance
    Phone icon
    United StatesUtah
    Jun 09, 2026
  • Stylized image of a person
    S. W.
    Director
    Phone icon
    United StatesUtah
    Sep 09, 2025
  • Stylized image of a person
    L. G.
    Director Of Operations
    Phone icon
    United StatesUtah
    Oct 17, 2024
  • Stylized image of a person
    C. E.
    Portfolio Manager
    Phone icon
    United States
    Jun 09, 2026
  • Stylized image of a person
    D. T.
    Portfolio Manager
    Phone icon
    United StatesUtah
    Jun 11, 2026
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    K. C.
    Client Services Manager
    Phone icon
    United StatesUtah
    Jun 09, 2026
  • Stylized image of a person
    S. C.
    Billing Manager
    Phone icon
    United StatesUtah
    May 27, 2026
  • Stylized image of a person
    H. W.
    Client Services Manager
    Phone icon
    United StatesUtah
    Jan 28, 2026
  • Stylized image of a person
    L. D.
    Account Manager
    Phone icon
    United StatesUtah
    Jun 19, 2026
  • Stylized image of a person
    S. W.
    It Manager
    Phone icon
    United StatesUtah
    Jun 09, 2026

Frequently Asked Questions

What is Diversify known for?

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Diversify was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9017 South Riverside Drive. Sandy, Utah 84070 United States; you can contact the main corporate office by phone at . Explore Diversify's company overview page for more information.

What is Diversify's most common email format?

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Diversify employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Diversify email formats with LeadIQ.

How many employees does Diversify have currently?

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Diversify has approximately 116 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Diversify's key employees and leadership?

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As of June 2026, Diversify's key employees include:

  • Chief People Officer: C. W.
  • Chief Investment Officer: D. W.
  • Chief Legal Officer: K. B.
  • Chief Strategy Officer: S. M.
  • Chief Operating Officer: B. A. C.

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