Breaknorm
Sign inStart free

Product

SignalsPeopleCompaniesLocal businessesMCP and API

Plays

Post engagersTeam build-outChampion movedHiring surgeNewly fundedLookalikesAll plays

Data

Coverage by countryHiring dataJob changesEmail verificationCompanies by toolWho is hiringMarket mapsOutboundCompany profilesCompare
PricingDatasetsDocsSign in
Company · Wealth management general

Diversify

As of 2 November 2026, Diversify has 3 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name eMoney, Microsoft Excel and Microsoft Office as the tools the team works in.

As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

South Jordan, United States51-200 employees10M-50M revenue, est.B2C, B2Bdiversify.com ↗LinkedIn ↗
Headquarters
South Jordan, Utah, United States
Employees
51-200 employees (linkedin)
Sells to
clients, financial advisors, individual investors
Certifications on site
Site languages
EN
Career system
Bamboohr
3open roles · 0 new in 30 days
5tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Diversify in one screen

Read from diversify.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Diversify does

Diversify is a wealth management firm that provides financial advisory, asset management and administration for clients and financial advisors. It offers personalized wealth advice, wealth protection and planning, and institutional-caliber support resources for advisors. The firm serves clients and advisors across the United States.

personalized wealth advicewealth protection and planningadvisor support resources
Whom it sells to

Named on the site: clients, financial advisors, individual investors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 564 scored.

OptimizeUnited States · 51-200 employeesRichardson WealthCanada · 501-1000 employeesLiberty Wealth AdvisorsUnited States · 51-200 employeesOpenWin Financial & Insurance ServicesUnited States · 201-500 employeesMerit Financial AdvisorsUnited States · 201-500 employeesUnited Capital Financial AdvisorsUnited States · 201-500 employees
03Tech stack, with the evidence

What Diversify says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft ExcelCustomer service & success · medium confidence · 2 postings
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
Client Service Associate · first seen 2025-05-15
Microsoft OfficeCustomer service & success · medium confidence · 2 postings
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
Client Service Associate · first seen 2025-05-15
Microsoft PowerPointCustomer service & success · medium confidence · 1 posting
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
Client Service Associate · first seen 2026-03-04
Microsoft WordCustomer service & success · medium confidence · 1 posting
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
Client Service Associate · first seen 2026-03-04
On the website or in DNS

Vendors whose code loads on diversify.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

3 open roles, 1 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Diversify, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Diversify to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Diversify

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 564 scored.

OptimizeWealth management general · United States51-200 employees
Richardson WealthIndependent financial advisers · Canada501-1000 employees
Liberty Wealth AdvisorsIndependent financial advisers · United States51-200 employees
OpenWin Financial & Insurance ServicesWealth management general · United States201-500 employees
Merit Financial AdvisorsIndependent financial advisers · United States201-500 employees
United Capital Financial AdvisorsIndependent financial advisers · United States201-500 employees
07Profile

From the company's own website

Legal nameDiversify
IndustryBusiness & finance services · Wealth management general
Offeringspersonalized wealth advice · wealth protection and planning · advisor support resources
Target customersclients · financial advisors · individual investors
Geographic scopenational · also Canada
Reviews found
Public contact points5 role addresses · 1 phone numbers
Pages readprivacy, terms, home, references, about, services
Datescrawled 2026-09-09 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Diversify (South Jordan, United States, 51-200 employees) has 3 open roles, 0 new in 30 days, and names 5 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/diversify.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from diversify.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Bamboohr career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Diversify: questions

Does Diversify use eMoney?

Yes, by the company's own words: 1 posting name it, first seen 2026-09-16, in the finance & accounting team.

Is Diversify hiring?

3 open roles as of 2 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From diversify.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Bamboohr) hourly since. Headcount is from LinkedIn.

Who should I write to at Diversify?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 5 public role addresses from the site are there too.

Companies and people

Get this company your way

The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.

Diversify and 41.5M more,
read from the source

Look up any company by domain, with its hiring, stack and signals. Start free, no card.

  1. 01Sign up, no card
  2. 02Connect Claude, ChatGPT or an API key
  3. 03Ask for your market