NDVR is a registered investment advisor that builds and manages custom portfolios designed to help our clients optimize their wealth in pursuit of their best life, with experienced advisors and intelligent strategies enabled by proprietary technology. We're on a mission to return more value to our clients by streamlining financial planning and asset management processes to reduce costs, and constructing portfolios from directly owned stocks, bonds and other assets to improve tax efficiency and to seek enhanced returns.
| Website | https://ndvr.com |
| Employees | 15 (9 on RocketReach) |
| Founded | 2019 |
| Address | 24 Federal Street 10th Floor, Boston, Massachusetts 02110, US |
| Phone | +1 857-326-6992 |
| Technologies |
JavaScript
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HTML
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PHP
+16 more
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| Industry | Financial Services, Financial Software, Asset Management |
| Keywords | Investment Advisor, Wealth Management, Wealth Building, Portfolio Management, Portfolio Optimization, Wealth Optimization, Custom Portfolios, Financial Services, Financial Planning, Retirement Planning, Estate Planning, Long-Term Investing, Investment Strategies, Investment Consulting, Tax Planning, Asset Management, Risk Management, Financial Technology, Proprietary Technology |
| Competitors | Fidelity Investments, Schwab Advisor Services, Merrill Lynch, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest +35 more (view full list) |
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Andras Milassin is the Vice President of Engineering of NDVR.
9 people are employed at NDVR.
NDVR is based in Boston, Massachusetts.
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Péter Vásári
Staff Engineer at NDVR
Budapest, HU2 -
Péter Nemes
Staff Software Engineer at NDVR
Budapest, HU1
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