A Provider of Hyper-Personalized Portfolios for High Net Worth Individuals

Recently Released!!!
Date Published: May 22, 2024
Summary PowerPoint Deck: 34 Slides
Reference PowerPoint Deck: 54 Slides

NDVR was founded by Michael Simon in 2016. NDVR is based in Boston, MA. NDVR has two offices, 28 employees, three financial advisors, 196 accounts, $175.4 million assets under management, & $2.2 million revenues. NDVR is led by its CEO Michael Simon & President Roni Israelov. NDVR is privately owned. Its website can be found at www.ndvr.com.

This research addresses the key historical phases of NDVR, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, accounts, assets under management, & revenues.

Its profile includes detailed outlines of its core services, including:
  • Plan Optimized Portfolios
  • NDVR Portal
  • NDVR Advisors

And its profile concludes with the highlights of its organizational structure & ownership.

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