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ACQUIRED COMPANY
 
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NorthStar Systems International  Acquired by SEI (2012 )

575 Market Street 14th Floor
San Francisco, CA 94105
USA
866-677-6623
Website Company Summary Management Team
Management

President/COO/Operations: Bob Skea (02/28/2006); Collin Cohen
Finance: Lawrence K. kinsella (2008)
Technology: Juergen Dittgen (3/04); Mark Eaton
Business Development: Roger Portnoy
Customer Service: Venkataraman Balasubramanian
Board

Outside board: (May no longer be on the board) Robert Zangrillo (NorthStar Systems International Chairman) Todd Goergen (Ropart Asset Management Managing Partner) Jay Wolf (Trinad Capital Managing Partner) William Guttman (TL Ventures Investment partner) David Beirne (Benchmark Partner) Fred Sturgis (H.I.G. Capital Managing Partner)
Advisory board: William T. Coleman (BEA Systems Former CEO/Chairman) Ken Rudin (LucidEra CEO) Byron Vielehr (Shooter Financial Former CTO) Peter S. Lim (Siebel Systems Former VP Engineering) David Levi (Alliance Bernstein Investment Director of Product Management & Marketing) Steven M. Mankoff (Siebel Systems Former VP Technical Services) Cary Liu (BEA Systems Former VP eCommerce) Roger Portnoy (Starting-Right Limited Managing Director) John Seely Brown (Xerox Parc Former Director) Rich Freyberg (Schwab Capital Markets Former CIO) Allen J. Gula (Franklin Resources Former CIO) John Hagel (McKinsey & Company Former Director of Strategy)
Former outside board: Scott A. Ryles (Epoch Partners Former CEO)
Former advisory board: Jeff Colin (Baker Street Advisors)
Company

Business description: NorthStar provides enterprise-class wealth management solutions to financial services firms, including investment banks, leading brokerage firms, regional banks, trust companies, insurance companies, and asset management providers. NorthStar’s product suite enables firms to establish successful wealth management businesses that extend their business models from commission-based to profitable advisory fee-based models. Tailored to support the strategic and tactical wealth management objectives of the firm, NorthStar’s wealth management offering aligns and links the firm’s full life-cycle advisory process – client prospecting, wealth planning, investment selection & implementation, client monitoring, portfolio reporting and client review – through an integrated suite of wealth management solutions.
Customers include: PNC
Partners include: Reuters;  Axioma ;  Emerging Information Systems ;  Ibbotson Associates;  InfoSys
Capital

Rounds: 4
Recent Fundings: Nov 2007   Mar 2006
Capital raised: 41.7M
Last Round: 18.0M
Ownership: Acquired by SEI (2012 )
VCs include: BenchmarkTL Ventures Goldman SachsChess VenturesHIG VenturesPinnacle Ventures;  Ropart Asset Management Funds ;  Trinad Capital
Angels/other VCs: Allen J. Gula (Franklin Resources)
Corporate investors: Morgan StanleyShooter Financial;  Mnuchin,Steven Goldman Sachs

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Overview
Record updated: Jan 2009
Sector: Software
Year Founded: 2001
Headcount: 26-50 as of Nov 2007
Rounds: 4
Recent Fundings: Nov 2007   Mar 2006
Capital Raised: 41.7M
Last Round: 18.0M
Ownership: Acquired by SEI (2012 )