Plan Your Financial Future. Without Taking a Bite Out of Your Assets.
Traditional advice costs a percentage of your assets, known as AUM fees. Dversify is one flat subscription price for year round, unlimited financial advice.
Whether you're building wealth or getting ready to live on it, your plan looks at the whole picture - taxes, investments, retirement timing, insurance, estate readiness, and cash flow - as one connected strategy. Every analysis is included, re-run whenever life changes. The price stays the same whether you have $50,000 or $5 million.
Coming soon: tax return preparation by professionals who already understand your financial goals — year-round planning, not a once-a-year transaction. Learn more
Plans built around your life — the services that matter to you, for one fixed, affordable price.
Traditional financial help typically charges a percentage of your assets, every year. A Dversify plan is one flat price for every analysis your life stage needs, and you can re-run it whenever your numbers, the thresholds, or the law change.
55+ Pre-Retirement Package
Will the money last? When should you claim Social Security? What will healthcare really cost? This plan answers the big pre-retirement questions together, on your numbers — so you can step into the next chapter with confidence.
The Investor Package
You earn well and invest more than a 401(k) — RSUs and stock, brokerage accounts, maybe a rental or a crowdfunding stake. This plan keeps more of it working for you: smarter tax moves, un-concentrating equity, and every account pulling in the same direction.
Investor Plus
For business owners and executives with an LLC or S-corp: everything in Investor, plus advanced entity, compensation, and retirement-plan strategy — and a tax return prepared by a team that already knows your goals. Coming soon.
Not ready for a plan? Try the Free Tax Modeler. Free with a signed-in account — no subscription, no charge.
Quality financial planning has three problems.
Dversify was built to solve all three.
It's expensive
A comprehensive plan from a traditional firm often runs into the thousands — or takes a percentage of everything you've saved, every year. So most households never get one, and the people who'd benefit most are priced out entirely.
Automation does the expensive part. Quality analysis for one low, flat price — re-run as often as life changes, with no asset minimums and no percent-of-assets fees.
It's too complicated
Traditional deliverables bury the answer in jargon, footnotes, and a 60-page binder. If you need a finance degree to find the takeaway, the plan didn't do its job.
Every report is written in plain English and built to be acted on: the side-by-side comparison, the numbers behind it, and the concrete next steps. Warren is on hand to explain any number, any time.
It has human bias
Many advisors work for firms that also manufacture the products they recommend — in-house funds, annuities, insurance. Most advisors mean well, but when the company measures success in product sales, that quietly shapes the advice. Even honest guidance bends toward what the firm has to sell.
Our engine has no products to sell and earns no commissions. It applies the same rules and thresholds to everyone's numbers — the analysis is the product, and your flat subscription is the only way we get paid.
Meet WarrenBeta*, your personal finance assistant.
Ask Warren is how you talk to Warren. Once you've run a service, ask anything about your own results: what a number means, what changed, what to look at. You get a clear, plain-English answer back. Private, on demand, no jargon.
- Explains your own reports and numbers in plain, simple English
- Answers on demand, no jargon, no judgment, available 24/7
- Free with your account, and gets more generous as you use services
*Warren is an AI assistant, not a person. It answers questions, in plain English, about your own numbers: the documents you upload and the analysis your services produce. Dversify runs its AI with strict guardrails: Warren operates entirely inside your account boundary, can never see another customer's data, and your information is never shared with other users or used to train AI models.
Warren explains your own inputs and results in plain English. It does not produce investment recommendations beyond those your own report already contains, and it does not replace the report itself. Warren can make mistakes — verify important details, and confirm any decision with a tax consequence with your own tax professional, and any legal or estate question with your own attorney.
Warren: Two things nudged your number up: your side income didn't have any tax withheld, and it tipped part of your income into the 22% bracket. Want me to break down exactly how many dollars each one added?
How It Works
From picking your package to your finished analysis in three simple steps.
Choose Your Package
Pick the package built for your life stage. Every analysis it includes comes with your subscription, all running on the same engine.
Answer a Few Questions
Our adaptive interview collects exactly what the algorithm needs. Returning clients only answer new questions.
Get Your Analysis
Our mathematical engine and structured workflows produce your personalized analysis and deliver it through the platform, typically within minutes.
Not Ready to Subscribe Yet?
Fair enough — trust is earned. Start with the Free Tax Modeler: model your federal taxes interactively with a free account, no subscription and no charge. It runs on the same engine your plan would.
Create a free account, try the Free Tax Modeler, and see how the platform works before a single dollar changes hands. When you're ready, a plan is one flat quarterly price for every analysis it includes.
Start FreePrefer the numbers first? View full pricing
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.
Premium Financial Insights, Without the Premium Price Tag
One plan covers every analysis your life stage needs: no asset minimums, no percent-of-assets fees — or start free with the Tax Modeler.
Or create a free account and start with the free Tax Modeler, no payment required.