DiversiFi Capital

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  description: "DiversiFi Capital is a financial planning firm in Los Altos, CA serving 500+ tech and biotech families with over $500M in assets under management. Founded by CFP fiduciaries, they specialize in helping employees at companies like Palantir, Meta, Google, Apple, and Anduril navigate RSUs, stock options (ISOs/NSOs), AMT, QSBS, and IPO decisions. Their event-driven approach tracks vesting schedules, tax thresholds, and liquidity opportunities to help clients make informed decisions about when to exercise, sell, and diversify concentrated stock positions.",
  url: "http://www.diversificapital.com/",
  telephone: "+1-650-632-5667",
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  knowsAbout: "Tech employees navigating RSUs and stock options at companies like Palantir, Meta, Google, Apple, or Anduril; Dual-income professionals balancing life events with long-term wealth planning; Senior leaders and executives with concentrated stock positions or advanced tax planning needs; Anyone facing AMT exposure, QSBS decisions, or IPO/tender offer events",
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