NDVR is a Boston-based financial technology company and an SEC-registered investment adviser founded in 2019. The firm's mission is to deliver a superior wealth management experience, traditionally reserved for the ultra-wealthy, to a broader audience by integrating dedicated human financial advisors with a sophisticated, proprietary optimization engine. NDVR focuses on providing goals-based financial planning, tax-efficient investment management, and holistic advice across a client's entire financial life, including retirement, estate planning, and insurance.

Founded in

United States