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Acquired bySEI Investments
Date2/2012

General Information

Offices

Headquarters
575 Market Street
14th Floor
San Francisco, CA, 94105
USA
New York Office
14 Wall Street, Suite 1100A
New York, NY, 10005
USA

People

Founder & Chairman
Board Director

Funding

TOTAL $29.5M
FUNDING TOTAL $29.5M
Venture Round, 11/2007
Ropart Asset Management
TL Ventures
Trinad Capital
$18M
Seed, 11/2007
Benchmark
H.I.G. Ventures
Chess Ventures
$11.5M

Tags

NorthStar Systems International

NorthStar Systems International, Inc. provides wealth management software solutions to financial services institutions primarily in the United States. Its solutions include NorthStar Client Acquisition Solution that allows asset managers and wealth management firms to provide their advisors the client profiling and communication tools; NorthStar Client Reporting Solution, which enables wealth managers to offer reports and reviews for clients; NorthStar Compliance Solution that offers compliance systems’ functionalities; and NorthStar Product Catalog Solution, which allows wealth managers to build customized portfolios. The company also offers client hierarchy, enterprise product hub, planning and portfolio construction, data, and platform services; and professional and technical support services. Its solutions allow users to automate and streamline their wealth management workflows. The company serves financial advisors, wealth managers, banks, trusts, broker-dealers, multi-family offices, and service providers. It delivers its solutions on-premise or on-demand.

The company was founded in 2001 and is based in San Francisco, California.

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NorthStar Systems International screenshot
Above: NorthStar Systems International Screenshot -- #1
Uploaded: 2/16/10

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Northstar

Sources

  1. SEI Investments, acquired NorthStar Systems International, Inc. (mandasoft.com) [edit]
  2. NorthStar Systems takes a further $18M for wealth management (venturebeat.com) [edit]
  3. Citation Needed [add]
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Last Edited 12/6/13

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