Wealth management company aims to attract tech-obsessed independent financial advisors who crave scalable growth while delivering exceptional client service

Claro Advisors, a wealth management firm with approximately $1.5 billion in assets under management¹, today announced the launch of its new AI-native wealth management platform to help financial advisors use technology to become more efficient and better serve clients.

The platform utilizes technology from NDVR, a wealth management technology company that Claro Advisors acquired in November 2025. With the acquisition of NDVR and its technology, Claro Advisors now offers a suite of proprietary AI tools designed to help financial advisors with CRM and practice management, portfolio management, and tools to manage day-to-day tasks – all through a single integrated system under one roof.

“Many firms are building technology to replace financial advisors but we’re building technology to make advisors indispensable to their clients. Artificial intelligence, when used properly, can strengthen the relationships advisors have with their clients by allowing them to focus on the client and less on day-to-day, time-consuming and repetitive tasks,” said Ryan Belanger, CEO and founder of Claro Advisors. “We are building a platform for tech-obsessed financial advisors who crave cutting edge tools that utilize artificial intelligence so that they can focus on advising their clients, which is the most important part of their job.”

Claro Advisors was founded in 2012 by Belanger, a former financial advisor at Morgan Stanley. NDVR was founded in 2019 by Michael Simon, the former Chairman and CEO of LogMeIn, who led the company during its 2009 IPO on the Nasdaq. As part of Claro Advisors’ acquisition of NDVR, Simon joins Claro Advisors as Executive Chairman and Founder.

“Our thinking was to merge my technology background with Ryan’s wealth management background to create a wealth management company for financial advisors who are tech savvy and looking to build a practice with efficiency and exceptional client service,” Simon said.

Claro Advisors’ AI-driven platform consists of these features to help financial advisors:

• Claro Intelligent Hub™ is a proprietary operating system that generates AI-driven proactive recommendations to advisors to enhance their advice to clients. This system consists of an integrated CRM, along with calendar and task management tools that allow advisors to save up to 20 hours per week - freeing advisors to focus on client relationships.²

• Claro Growth Program™ combines marketing programs, a dedicated sales team and AI tools designed to help generate qualified prospective clients for advisors.

• Claro Portfolio Engine™, the firm’s proprietary portfolio technology supported by an institutional trading and operations team is designed to enhance cash management capabilities and tax-aware portfolio strategies. Capabilities include rebalancing, tax-loss harvesting, liquidity management, portfolio transitions, and billing.

The company complements technology with dedicated client services, compliance, marketing and business operations support for advisors.

Claro Advisors is currently onboarding independent financial advisors nationwide who are seeking technology and AI-driven solutions to help grow their business, independence, operational leverage, and the ability to deliver consistently personalized advice at scale.³

For more information, please visit: https://claroadvisors.com/

About Claro Advisors

Claro Advisors is an AI-driven wealth management company built for independent financial advisors. Its proprietary technology platform integrates practice intelligence, portfolio management, and investment strategies to help advisors deliver extraordinary experiences for clients. The firm is rooted in a unique combination of deep wealth management experience paired with technologists who understand how to create valuable products and services to clients. The firm serves clients globally and is based in Boston, Massachusetts.

Disclosure: Claro Advisors, Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only to clients or prospective clients where Claro Advisors and its representatives are properly licensed or exempt from licensure. This press release is for informational purposes only and does not constitute investment advice or an offer to buy or sell any securities. Certain statements herein may be forward-looking and are subject to risks and uncertainties. Actual results may differ materially.

¹ Based on each firm’s respective most recent regulatory filings, Claro Advisors and NDVR together represent approximately $1.5 billion in combined AUM

² Based on internal firm metrics in 2025 suggesting potential time savings of up to 20 hours per week; actual results will vary

³ Subject to applicable licensing and regulatory requirements

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