Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for NDVR
- ·The full record, as it builds
Funding rounds
No funding rounds for NDVR are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About NDVR
Developer of an investment advisory platform designed to improve portfolio management services. The company's platform combines personalized portfolio construction tools, algorithm-driven asset allocation, tax-aware investment strategies, risk and goal analysis modules, access to human financial advisors, consolidated account monitoring, scenario modeling capabilities and reporting dashboards, enabling high net worth clients to structure, manage and adjust their investable assets in line with long-term objectives, risk preferences, tax considerations and multi-generational wealth planning needs.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 54
- Website
- ndvr.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
NDVR doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in NDVR shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on NDVR in its N-PORT filings yet. We sweep new filings monthly.