Claro Advisors, a wealth management firm with approximately $1.5 billion in assets under management, announced the launch of its new AI-native wealth management platform. The platform is designed to enhance efficiency for financial advisors and improve client service, leveraging technology from NDVR, a wealth management technology company acquired by Claro Advisors in November 2025.
With the integration of NDVR’s technology, Claro Advisors now provides a suite of proprietary AI tools. These tools support financial advisors with CRM and practice management, portfolio management, and daily task automation, all within a single integrated system.
Ryan Belanger, CEO and founder of Claro Advisors, stated, “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.” He added, “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 established in 2012 by Belanger, a former financial advisor at Morgan Stanley. NDVR was founded in 2019 by Michael Simon, who previously served as Chairman and CEO of LogMeIn, leading its 2009 IPO on the Nasdaq. Following Claro Advisors’ acquisition of NDVR, Simon joined Claro Advisors as Executive Chairman and Founder.
Simon commented on the strategic merger, saying, “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.”
Claro Advisors’ AI-driven platform incorporates several key features to assist financial advisors. The Claro Intelligent Hub™ is a proprietary operating system that generates AI-driven proactive recommendations for advisors to enhance client advice. This system includes an integrated CRM, along with calendar and task management tools, which the firm states can save advisors up to 20 hours per week, allowing them to focus more on client relationships.
The Claro Growth Program™ combines marketing initiatives, a dedicated sales team, and AI tools to help generate qualified prospective clients for advisors. Additionally, the Claro Portfolio Engine™, the firm’s proprietary portfolio technology, supported by an institutional trading and operations team, is designed to improve cash management capabilities and tax-aware portfolio strategies. Its functions include rebalancing, tax-loss harvesting, liquidity management, portfolio transitions, and billing.
Beyond technology, Claro Advisors provides dedicated client services, compliance, marketing, and business operations support for advisors. The firm is currently onboarding independent financial advisors nationwide who are seeking technology and AI-driven solutions to foster business growth, independence, operational leverage, and the ability to deliver personalized advice consistently at scale.
