NORTHSTAR SYSTEMS INTERNATIONAL

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.

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NORTHSTAR SYSTEMS INTERNATIONAL

Industry:

Finance Financial Services Information Technology Software Wealth Management

Founded:

2001-01-01

Address:

San Francisco, California, United States

Country:

United States

Total Employee:

11+

Status:

Active

Contact:

12129518931

Total Funding:

29.5 M USD

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Current Advisors List

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Fred Sturgis Board Director @ NorthStar Systems International
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William Guttman Director @ NorthStar Systems International
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Founder

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Bob Zangrillo

Investors List

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