Insights

Wealth Tech Leader NorthStar Group operates as a leading provider of wealth management software for financial services institutions, presenting a compelling opportunity to cross-sell advanced advisory capabilities, regulatory compliance tooling, and hybrid deployment options to firms seeking scalable, holistic asset and liability management.

Cloud and On-Prem With offerings available on-premise or on-demand, NorthStar appeals to institutions with diverse IT architectures and regulatory requirements, suggesting upsell potential for cloud migrations, hybrid deployments, and flexible ongoing support services.

Mid-SIZE Focus Employee range of 11-50 positions NorthStar as a nimble, mid-market vendor likely eager for channel partnerships, specialized implementation services, and SMB-friendly licensing models that resonate with regional banks and independent advisory firms.

Revenue Signals Reported revenue of 10 to 25 million indicates a growth-stage profile with budget authority for technology investments; target opportunities could include platform expansions, data integration projects, and expanded analytics capabilities for advisor teams.

Partner Ecosystem Frequent collaboration mentions in recent news (including alliances and service model development) imply openness to strategic partnerships, co-marketing, and reseller arrangements that can extend reach into additional financial institutions and advisory networks.

Similar companies to NorthStar Group

NorthStar Group Tech Stack

NorthStar Group uses 8 technology products and services including UserWay, Snowplow, Amazon Web Services, and more. Explore NorthStar Group's tech stack below.

  • Accessibility
  • Analytics
  • Cloud Hosting
  • Open Graph
    Content Management System
  • Content Management System
  • TrustArc
    Cookie Compliance
  • Floating UI
    Javascript Libraries
  • Google Analytics
    Web Analytics

NorthStar Group's Email Address Formats

NorthStar Group uses at least 3 email formats:
NorthStar Group Email FormatsExamplePercentage
FLast@tbd.comJDoe@tbd.com
75%
First.Last@tbd.comJohn.Doe@tbd.com
24%
First@tbd.comJohn@tbd.com
1%

Frequently Asked Questions

What is NorthStar Group's stock symbol?

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NorthStar Group is a publicly traded company; the company's stock symbol is NRF.

What is NorthStar Group's official website and social media links?

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NorthStar Group's official website is tbd.com and has social profiles on LinkedIn.

How much revenue does NorthStar Group generate?

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As of July 2026, NorthStar Group's annual revenue is estimated to be $10M - $25M.

What is NorthStar Group's NAICS code?

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NorthStar Group's NAICS code is 52 - Finance and Insurance.

How many employees does NorthStar Group have currently?

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As of July 2026, NorthStar Group has approximately 21 employees across 1 continents, including North America. Key team members include : S. W. Explore NorthStar Group's employee directory with LeadIQ.

What industry does NorthStar Group belong to?

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NorthStar Group operates in the Financial Services industry.

What technology does NorthStar Group use?

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NorthStar Group's tech stack includes UserWay, Snowplow, Amazon Web Services, Open Graph, WordPress, TrustArc, Floating UI and Google Analytics.

What is NorthStar Group's email format?

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NorthStar Group's email format typically follows the pattern of FLast@tbd.com. Find more NorthStar Group email formats with LeadIQ.
NorthStar Group logo

NorthStar Group

Financial ServicesNew York, United States11-50 Employees

NorthStar Group provides wealth management software to financial services institutions. Its offerings can be deployed on-premise or on-demand, enabling advisory teams to manage the full lifecycle of client assets and liabilities in a holistic and compliant manner. The company is based in New York City, New York.

Its customer base includes thousands of financial advisors and their teams within the financial services industry. The software supports end-to-end advisory capabilities, helping institutions acquire, implement, and manage client assets and liabilities while meeting regulatory requirements.

Section iconCompany Overview

Website
tbd.com
Stock Symbol
NRF
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    NorthStar Group's revenue is estimated to be in the range of $10M - $25M

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