NorthStar Financial Services Group logo image

NorthStar Financial Services Group, LLC


Sector(s) | Subsector(s) Financial Services, Technology | Investment and Wealth Management, Financial Technology
Investment Year 2015
Status Current
Location Omaha, NE
Region North America

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.

In the News

Apr 11, 2019

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

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Apr 11, 2018

NorthStar Financial Agrees to Acquire FTJ FundChoice

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May 05, 2015

TA Associates Completes Acquisition of NorthStar

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