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.
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
Founder
Investors List
Ropart Asset Management
Ropart Asset Management investment in Venture Round - NorthStar Systems International
Trinad Capital
Trinad Capital investment in Venture Round - NorthStar Systems International
TL Ventures
TL Ventures investment in Venture Round - NorthStar Systems International
Pinnacle Ventures
Pinnacle Ventures investment in Venture Round - NorthStar Systems International
Chess Ventures
Chess Ventures investment in Venture Round - NorthStar Systems International
Benchmark
Benchmark investment in Venture Round - NorthStar Systems International
H.I.G. Capital
H.I.G. Capital investment in Venture Round - NorthStar Systems International
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