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Private Wealth Daily
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The Lean 100 · 2026 edition
No.27
Diversifi Capital logo

Diversifi Capital

Los Altos, CA · Firm website

134%AUM growth, 2024 to 2026
$671MAUM in the 2026 filing
30%client growth
13people at the firm

AUM by filing

$227M2023
$288M2024
$457M2025
$671M2026

Clients by filing

2032023
2132024
2572025
2772026

Key people

  • Nathan Dingler
    Nathan DinglerCEO & Co-FounderOwner · 11 years at the firm
    in
  • Raymond Vo
    Raymond VoCo-Founder & CCOOwner · 11 years at the firm
    in
  • Alfred AuHead of AdvisoryOwner · 8 years at the firm
    in
  • Brandon Kurz
    Brandon KurzSr. Financial Advisor6 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth134%104%
  • Client growth30%43%
  • People137
  • AUM per person$51.6M$49.7M

Rank by measure

  • Official rankNo. 27134%
  • Client growthNo. 6630%
  • AUM added per personNo. 44$29.5M
  • AUM per personNo. 46$51.6M
← No. 26 Members WealthNo. 28 ARQ Wealth Advisors →
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Diversifi Capital: No. 27 on The Lean 100 (2026) — Private Wealth Daily