NDVR

About NDVR

NDVR, Inc. is a technology-focused wealth management firm that provides a platform for creating and managing hyper-personalized investment portfolios. Founded in 2019 by serial technology entrepreneur Michael Simon and headquartered in Boston, the company also has a significant presence in Budapest, Hungary. Simon, who previously founded Uproar Inc. and co-founded LogMeIn, leading both to IPOs, established NDVR to address what he saw as shortcomings in the traditional wealth management industry.

The firm serves high-net-worth individuals, families, Registered Investment Advisers (RIAs), and family offices. NDVR's business model is centered on combining fiduciary advisors with its proprietary technology, the NDVR Portfolio Lab™. This platform uses algorithms and quantitative analysis to build and manage portfolios tailored to each client's specific financial plan, goals, tax profile, and liquidity needs. Revenue is generated through a tiered monthly fee based on the market value of assets under management. The company distinguishes itself by purchasing individual securities, such as stocks, treasuries, futures, and options, directly for its clients, rather than relying on ETFs or mutual funds, which helps to reduce fees.

The NDVR Portfolio Lab™ allows for detailed financial planning, including outcome forecasting and "what-if" scenario analysis, to help clients and advisors make data-driven decisions. The platform offers a suite of investment strategies, including custom indexing, liquid alternatives, dynamic withdrawal protection, and tax-advantaged fixed income solutions. By automating much of the portfolio construction and management process, NDVR enables the creation of sophisticated, institutional-grade strategies that were not previously accessible to all investors. As a registered investment adviser with the SEC, NDVR's advisors act as fiduciaries and are not compensated based on selling products or growing assets, aiming to reduce conflicts of interest.