NDVR
Boston, United States · Founded 2019 · $39.0M raised
- Headquarters
- Boston, Massachusetts
- Employees
- 11–50
- Founded
- 2019
- Business Model
- B2C
- Website
- ndvr.com
- Total Funding
- $39.0M
- Last Round
- $19.0M Series AJul 2022
- Rounds
- 2
About
NDVR is a Boston-based, SEC-registered investment advisor that builds and manages custom, tax-optimized portfolios for high-net-worth families and individuals, combining quantitative portfolio construction with personalized financial planning. Founded in 2019 by Ryan Belanger and Michael Simon, NDVR merged with Claro Advisors in early 2026, forming a $1.5B registered investment advisor headquartered in Boston.
Summary
NDVR is a Fintech company based in Boston, United States, founded in 2019. It has raised $39.0M in total across 2 rounds, most recently a $19.0M Series A round in Jul 2022. Investors include Polaris Partners, Simon Ventures and LaunchCapital.
Tech & App Stack
1 technologies & apps tracked
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Funding History
Jul 2022
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Investors
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