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Northstar
All-in-one personal finance guidance, tracking, and automation
About Northstar
Northstar is a financial wellness platform that employers can offer as a benefit to their employees. The company provides personalized financial guidance to employees through one-on-one access to a certified financial advisor. This service helps employees make better financial decisions and utilize their employer benefits, such as Employee Stock Purchase Plans (ESPPs) and Health Savings Accounts (HSAs), more effectively.
The business model is B2B, where Northstar partners with companies to provide its financial wellness program as part of their employee benefits package. This helps employers increase employee satisfaction and retention by supporting their financial well-being. The company operates in the financial wellness market, targeting employers who want to enhance their benefits offerings. Northstar makes money by charging employers a fee for providing its services to their employees.
Source: Dealroom company dataAt a glance
- Founded
- 2016
- Headquarters
- San Francisco, United States
- Sector
- Fintech
- Power Law
- Colt$25–100M revenue
Knowledge graph
More headlines
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
- PVParade Ventures
Series A11 investors entered at this stage
M13
RRE Ventures
Foundation Capital
Workday Ventures
Swell Capital
Combine
Designer Fund
Ludlow Ventures
PeopleTech PartnersBurst Capital
Workday
Series B and later4 investors entered at this stage
Notable Capital
Canvas Ventures
PayPal Ventures
Thomson Reuters Ventures
Source: Dealroom Talent Intelligence.
Global footprint
team presence
across markets
Market sentiment
An AI-synthesised read of the highest-engagement posts about Northstar on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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