NorthStar is a leading provider of institutional and private client wealth management and investment management solutions to investment advisors.
NorthStar has three primary business units focused on delivering technology, outsourced financial services and investment management to its clients. Orion Advisor Services, a SaaS-provider of portfolio accounting and related solutions for Registered Investment Advisers; Gemini Fund Services, a fund servicer and adminstrator for asset managers; and CLS Investments, a money manager providing asset allocation strategies to financial advisors and their clients. As of June 2017, the company had more than $610 billion in assets under advisement and management.