About Diversitas

Diversitas aims to make the financial planning profession and the wealth management industry more inclusive through education, mentorship, and human connection. We seek to expand the participation of underrepresented groups in the profession and the industry by mitigating the leading barriers to entry – a lack of education, understanding and awareness.

Individuals Attended
Resources
Partner Universities
Corporate Sponsors

Events

We hold virtual and in-person financial planning and wealth management events throughout the year to share research and improve professional opportunities for all genders, races, and cultures.

Resource Library

The Diversitas resource library includes videos, articles, and research. To access the content, please submit your contact information.

PartnerU

Understanding the importance of diversity in both the workplace and in the classroom, our Partner Universities are helping to nurture a more inclusive future.

Sponsors

Our unsung heroes are the reason we are able to make Diversitas happen. These financial experts are leading the charge for representation in the industry.

Latest News

Q&A with Tonia Bottoms, BNY Mellon | Pershing
Q&A with Tonia Bottoms, BNY Mellon | Pershing We sat down with Tonia Bottoms from BNY Mellon | Pershing to pick her brain on the state of the financial services industry. Where are we now? Where are we headed? Who will lead us into the future? Tonia offers her insights on some of the burning [...]
Diversitas Wins Inaugural ThinkAdvisor Luminaries Award
Diversitas Wins Inaugural ThinkAdvisor Luminaries Award What it means, why we won, and what’s next. We started Diversitas five years ago with one goal in mind: make the financial planning profession and wealth management industry more inclusive through education, mentorship, and human connection. That focus has been at the heart of everything we do, and [...]

Upcoming Event

November 3, 2021
Diversitas Symposium
National Virtual Event

Registration is now open!

Students

Are you interested in a career in financial planning? Find out if you would thrive in this type of industry. Learn More

Career Influencers

Just like building a house, building diversity in the financial planning and wealth management industry requires a strong foundation. Learn More

Professionals

Creating real change takes leaders who are willing to put in the hard work. Learn More

Partner Universities

Join The Conversation about Diversitas

Follow along with our hashtag: #DiversitasFP

Careers

Don't forget to register! The Diversitas Symposium is on November 3.