Status
Acquired by SEI Investments on February 16, 2012
Funding Received
$29.5 Million in 2 Rounds from 6 Investors
Founded:
2001
Headquarters:
San Francisco, CA
Description:
NorthStar Systems International provides wealth management software solutions to financial services institutions.
Founders:
Robert Zangrillo
Categories:
Software
Website:
http://www.northstar.com

Detailed Description

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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.

Current Team (1)

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Past Team (3)

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Funding Rounds (2) - $29.5M

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Board Members and Advisors (1)

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Investors (6)

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    Chess Ventures

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    Benchmark

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    H.I.G. Capital

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    TL Ventures

    With over $1.5 billion under management, TL Ventures have been actively engaged in the business...
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    Trinad Capital

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    Ropart Asset Management

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Offices/Locations (2)

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  • New York Office

    14 Wall Street, Suite 1100A

    New York, NY 10005

    USA

  • Headquarters

    575 Market Street

    14th Floor

    San Francisco, CA 94105

    USA

Images (1)

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  • D3faf6699992f4fb549fed8806ad67d6