Acquired by SEI Investments
Industries FinanceFinancial ServicesInformation TechnologySoftwareWealth ManagementHeadquarters Regions San Francisco Bay Area, West Coast, Western US Founded Date 2001 Founders Bob Zangrillo Operating Status Active Last Funding Type Venture - Series Unknown
Company Type For Profit
Phone Number 12129518931
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.
Transaction Name NorthStar Systems International acquired by SEI InvestmentsAcquired by SEI InvestmentsAnnounced Date Feb 16, 2012