38
54
Growth Score
-4 pts
Heat Score
2 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Diversified offers comprehensive financial planning services.
- Michael Fisher: Chief Executive OfficerPast Role: Waddell & Reed, Financial Advisor
- David Levy: Chief Compliance Officer, Partner, and Financial Advisor
About the Company
Diversified offers complete financial planning, focusing on the goals that bring happiness to its clients. In everything the company does, it emphasizes the importance of happiness. As part of their Lifelong Planning process, they guide and educate them throughout their relationship. Additionally, they provide a broad network of professionals, such
as tax planners and attorneys, estate planners, and notaries - anyone who can help make their lives more convenient.
