NorthStar Systems International

NorthStar Systems International

NorthStar is the leading provider of wealth management software to financial services institutions. It has a growing list of clients across market segments and sizes such as Charles Schwab, Legg Mason, Merrill Lynch, Wachovia, BlackRock and several national banks. NorthStar products, delivered either on-premise or on-demand, enable firms and their advisors to dramatically improve productivity, enhance client relationships and reduce compliance risk. Please visit the pioneer in wealth management solutions.In February 2012, NorthStar was acquired by SEI Investments. The valuation of NorthStar was undisclosed. Other terms of the deal were not released.

Total funding
~$18M
HQ 🇺🇸
San Francisco, United States
Year founded
2001
Status
Acquired
Investors
SEI
TL Ventures
Ropart Asset Management Funds
Trinad Capital
Goldman Sachs
Pinnacle Ventures
Morgan Stanley
Gold Hill Capital
Merrill
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