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NDVR

Digital first wealth optimization

NDVR logo
21-100 employees
  • Fintech
  • B2C
  • Personal finance
  • Investing
Financial District, Boston, MA

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Company mission

To help every client optimize their wealth in pursuit of their best life.

-2% employee growth in 12 months

Our take

For a long time, exclusive investment opportunities have been predominantly accessible to the affluent, leaving regular individuals without access to sophisticated investment avenues. NDVR addresses this issue by harnessing cutting-edge proprietary technology and industry expertise.

Comprising a notable roster of quant researchers, engineers, and advisors - including entrepreneurs and high-net-worth advisors - NDVR emphasizes transparency and personalized investment choices. This approach resonates directly with ordinary individuals seeking entry into the world of investing. NDVR's customized portfolios blend US stocks with securities such as bonds, futures, and options, offering users the potential for higher expected returns.

So far, NDVR has demonstrated success through its fusion of expert advice and innovative software. The company's future prosperity hinges on its ability to expand its customer base while preserving its commitment to individualized solutions.

Kirsty headshot

Kirsty

Company Specialist at Welcome to the Jungle

Company values

  • We’re a team that values learning and having fun
  • We try to make only new mistakes so we are transparent about our wins and failures
  • We value originality and confidently pursue our own solutions
  • We measure ourselves against world-class performance
  • We are built on a foundation of product excellence
  • Our ultimate success is defined by our clients’ success
  • We value and respect the diversity of people and ideas
  • We are grateful for our clients, our team, and the opportunity to do great things together

Funding (1 round)

Aug 2019

$18m

SERIES A

Total funding: $18m

Leadership

Michael Simon

(CEO)

Previously served as CEO of LogMeIn, and was on the board of directors at HubSpot.