NorthStar Financial Services Group
2003
FOUNDED
PRIVATE
STATUS
801-900
EMPLOYEES
Debt
LATEST DEAL TYPE
3
FINANCING ROUNDS
2
INVESTMENTS
Description
Operator of a holding company. The company focuses on delivering technology, outsourced financial services, and investment management to its clients including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, printing and marketing services, accounting, human resources, and sales leadership.
Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Holding Companies
Primary Office
- 17605 Wright Street
- Omaha, NE 68130
- United States
+1 (402) 000-0000
NorthStar Financial Services Group Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookNorthStar Financial Services Group Investments (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000 0000000000 | 25-May-2018 | 0000000000 | 00000 | Other Financial Services | |
| Arbor Point Advisors | 01-Jan-2012 | Joint Venture | Consulting Services (B2B) |
NorthStar Financial Services Group Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| FTJ FundChoice | Other Financial Services | Hebron, KY | 2001 |
| 00000 0000000 0000 | Financial Software | Omaha, NE | 0000 |
NorthStar Financial Services Group Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookNorthStar Financial Services Group Executive Team (4)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Daniel Applegarth | Chief Financial Officer | ||
| Brad Burgess | Chief Technical Officer | ||
| Michael Forker JD | Chief Compliance Officer |
1 Former Executive
You’re viewing 3 of 4 executives. Get the full list »NorthStar Financial Services Group Board Members (4)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 000 0000 | NorthStar Financial Services Group | Chairman | 000 0000 | |
| 0. 000 00000 | TA Associates Management | Board Member | 000 0000 | |
| 0000 00000000 | TA Associates Management | Board Member | 000 0000 |
1 Former Board Member
You’re viewing 3 of 4 board members. Get the full list »