Here's Our Story

It began when two entrepreneurs met. One a veteran in wealth management, the other in technology.

They came from different worlds, but they saw the same problem: wealth management wasn’t ready for the future. Traditional firms relied on outdated tools and generic portfolios. Tech firms offered speed and algorithms but lacked the human insight that clients desire.

They realized that by combining forces, they could build what the industry was missing: an tech-forward RIA built on proprietary technology, developed by our people, for our advisors.

Today, we are the result of that union — a diverse team of experienced, thoughtful advisors paired with world class technology engineers and researchers. We have fused Claro’s philosophy of goals-based financial planning with NDVR’s institutional-grade technology to create a new category of wealth management. We equip our advisors with proprietary tools and sophisticated strategies freeing them to focus on what matters most: you.

We don’t just manage assets; we bring clarity to chaos and precision to planning. We are here to help you achieve a simpler, wealthier life.