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DiversiFi Capital
About DiversiFi
Meet the Team
Our Core Values
Financial Planning
Overview
Tech Layoff Package
Wealth Management
Overview
Methodology
Our Portfolios
Covered Calls
Client Experiences
Education
All Posts
Equity Compensation
Estate Planning
Budgeting
Get to Know Us
Insurance
Investing
Tax
Resources
Client Resource Center
FAQs
Get Started
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  • About DiversiFi 7
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Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey
Client Story DiversiFi Capital 4/23/25 Client Story DiversiFi Capital 4/23/25

Building a Life, Not Just a Portfolio: A Plus-Level Client’s Equity Compensation Journey

Read about how a former SVP at Palantir navigated equity compensation, home buying, and career changes with her trusted advisor, Alfred, for over 10 years.

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 From Overwhelmed to Empowered:  Samantha’s Palantir IPO Journey
Client Story DiversiFi Capital 3/11/25 Client Story DiversiFi Capital 3/11/25

From Overwhelmed to Empowered: Samantha’s Palantir IPO Journey

Read about how Samantha, an engineer at Palantir, navigated her RSUs and NSOs during the Palantir IPO.

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