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
Partner Universities
Corporate Sponsors


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.


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


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

Announcing the 2021 Diversitas Symposium
We are thrilled to announce that our 2021 Symposium will be held on November 3rd! We cannot wait to share more information with you such as speakers, topics and more as we get closer to the date of the event. Check back regularly for more information. RECENT POSTS Announcing the 2021 Diversitas Symposium Diversitas Symposium [...]
2020 Diversitas Symposium Thank You
Thank you to all of our attendees, speakers, sponsors and partners who made our 2020 Symposium our largest to date. Special thanks to the teams at Charles Schwab, Cambridge, Cetera, BNY Mellon | Pershing, and XY Planning Network for making this event possible. If you missed the event but still want to join the conversation [...]

Upcoming Event

November 3, 2021
Diversitas Symposium
National Virtual Event

Get notified when registration opens!


    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


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

    Partner Universities

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