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) - $29.5MUpdate
Current Team (1)Update
Board Members and Advisors (2)Update
|Oct 9, 2013||mandasoft.com - Log in to MandAsoft Untitled Page|
|Feb 16, 2012||Business Journals - SEI takes on assets from NorthStar Systems|
|Jan 6, 2009||Venture Beat - NorthStar Systems takes a further $18M for wealth management|
|Jun 2, 2004||PRNewswire All - NorthStar Raises $11.5 Million in Oversubscribed Funding From Industry Leaders|
|Jun 2, 2004||WSJ - ATD - NorthStar Secures $11.5 Million|
New York Office
14 Wall Street, Suite 1100A
New York, NY 10005
575 Market Street
San Francisco, CA 94105