• 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.

Lists Featuring This Company

San Francisco Bay Area Finance Companies
2,725 Number of Organizations â€¢ $41.1B Total Funding Amount â€¢ 3,592 Number of Investors
Western US Financial Services Acquired Companies
908 Number of Organizations â€¢ $13.1B Total Funding Amount â€¢ 1,309 Number of Investors
Software Acquired Companies With Fewer Than 100 Employees (Top 10K)
9,880 Number of Organizations â€¢ $40.6B Total Funding Amount â€¢ 15,847 Number of Investors
California Wealth Management Companies
1,612 Number of Organizations â€¢ $8.7B Total Funding Amount â€¢ 552 Number of Investors
NorthStar Systems International was acquired by SEI Investments on Feb 16, 2012.

Frequently Asked Questions

Where is NorthStar Systems International's headquarters? NorthStar Systems International is located in San Francisco, California, United States.Who invested in NorthStar Systems International? NorthStar Systems International has 7 investors including Ropart Asset Management and Trinad Capital.How much funding has NorthStar Systems International raised to date? NorthStar Systems International has raised .When was the last funding round for NorthStar Systems International? NorthStar Systems International closed its last funding round on Nov 14, 2007 from a Venture - Series Unknown round.Who are NorthStar Systems International's competitors? Alternatives and possible competitors to NorthStar Systems International may include Interactive Advisory SoftwareLibretto, and ISD Corporation.