Company profile: NDVR
1.1 - Company Overview
Company description
- Provider of wealth optimization services delivering sophisticated, custom portfolios via a digital-first experience at a remarkably low fee. Offerings include Plan Optimized Portfolios, NDVR Lifestyle Protection, NDVR Growth with Embedded Alternatives, Short-Term U.S. Treasuries, NDVR Personalized Indexing, and NDVR Enhanced Treasuries, built with advanced technologies and institutional-grade investment strategies.
Products and services
- Plan Optimized Portfolios: Integrates financial planning with portfolio construction to build and manage custom portfolios tailored to specific growth and lifestyle needs using institutional-grade investment strategies
- NDVR Personalized Indexing: Builds a custom portfolio of individual U.S. stocks for tax efficiency, enhanced growth potential, and control over investment choices through a digital-first experience
- NDVR Lifestyle Protection: Balances growth and security by protecting planned withdrawals with a custom U.S. Treasury bond portfolio that dynamically adapts to changes.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to NDVR
Ostim EndΓΌstriyel YatΔ±rΔ±mlar
HQ: Turkey
Website
- Description: Provider of market research, research and development support, investment facilitation, and strategic marketing services focused on science and modern technological progress, fostering collaboration among companies.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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Axactor
HQ: Norway
Website
- Description: Provider of debt collection and debt purchase services; accounts receivables management to enhance liquidity and control; field services for on-site visits including debt collection and asset repossession; multilingual call-center support throughout collections; and invoice distribution to simplify administration.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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First Empire Securities
HQ: United States
Website
- Description: Provider of national financial services headquartered in New York.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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GPP
HQ: United Kingdom
Website
- Description: Provider of multi-asset prime brokerage, execution, structured products, custody and clearing for hedge funds, broker-dealers, wealth managers, family offices and professional traders. Offers 24/5 global execution across 40+ markets, settlement via multiple sub-custodians, CASS-compliant custody in segregated accounts, and a proprietary platform delivering post-trade insights and lifecycle support.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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Beeks
HQ: United Kingdom
Website
- Description: Provider of managed low-latency computing, connectivity, and analytics for global capital markets, specializing in Infrastructure as a Service, trading infrastructure, and network performance analytics. Offerings include an ultra-low-latency global network, dedicated servers, enterprise-class VPS, hybrid cloud, professional services across 18 data centers, and secure exchange and execution connectivity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: βββββ
- Total funding raised: $βββm
- Backers: ββββββββββ
- Acquisitions: ββ
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for NDVR
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Buyer group 2: ββββββββ ββββββββ
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Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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Buyer group 3: ββββββββ ββββββββ
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Description: ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ ββββββββ
Key Products: ββββββββ, ββββββββ, ββββββββ, ββββββββ
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to NDVR
2.2 - Growth funds investing in similar companies to NDVR
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4 - Top valuation comps for NDVR
4.2 - Public trading comparable groups for NDVR
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