Overview

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Status
Acquired by on February 16, 2012
Total Equity Funding
$29.5M in 2 Rounds from 7 Investors
Headquarters:
San Francisco, CA
Description:
NorthStar Systems International provides wealth management software solutions to financial services institutions.
Founders:
Categories:
Financial Services, Wealth Management, Finance
Website:
http://www.northstar.com

Company Details

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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.

Funding Rounds (2) - $29.5M

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DateAmount / RoundValuationLead InvestorInvestors
Nov, 2007$18M / Venture3
Jun, 2004$11.5M / Venture4

Current Team (1)

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Board Members and Advisors (2)

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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

Past Team (4)

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Images (1)

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