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Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

Published: February 28, 2024

/PRNewswire/ -- NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has...

Source: prnewswire.com

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United StatesMichael HackmanMichael SimonNdvr IncPortfolio LabHackman Financial GroupUnified Household ManagementOptimized PortfoliosFounder Michael

NDVR Unleashes 60/40 Killer with Launch of the NDVR Portfolio Lab™

Published: July 13, 2023

/PRNewswire/ -- NDVR, a wealth optimization firm serving high net worth individuals, families, and trusts announced today that it has launched the NDVR...

Source: prnewswire.com

Related Topics:

United StatesMichael SimonRoni IsraelovRyan GormanPortfolio LabNdvr IncChief InvestmentChief ExecutivePlan Optimized PortfolioOptimized PortfoliosComputer Amp ElectronicsBanking Amp Financial ServicesNew Products Amp Services