NDVR
NDVR is a fintech company in Boston, United States, founded in 2019. It has raised $39.0M across 2 rounds, most recently a $20.0M Series B in July 2022.
Claro Advisors - A simpler, wealthier life
- Headquarters
- Boston, Massachusetts
- Employees
- 11–50
- Founded
- 2019
- Business Model
- B2C
- Website
- ndvr.com
- Total Funding
- $39.0M
- Last Round
- $20.0M Series BJul 2022
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 3 investors for this company. The full record is or through the API.
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
It lists 11–50 employees. It has raised $39.0M in total across 2 rounds, most recently a $20.0M Series B round in Jul 2022. Investors include Polaris Partners, Simon Ventures and LaunchCapital.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Jul 2022
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Funding: Series B. Amounts, valuations, and investors where available.
Investors
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