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COMPANY PROFILE

Northstar

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All-in-one personal finance guidance, tracking, and automation

San Francisco, United StatesFounded 2016Fintech
Valuation $50–100M Last recorded · 2022
Revenue $10–50M Latest reported FY
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Northstar and the history behind them.

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 data

At a glance

Founded
2016
Headquarters
San Francisco, United States
Sector
Fintech
Power Law
Colt$25–100M revenue

Investors

16 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed1 investor entered at this stage

  • Parade Ventures

Series A11 investors entered at this stage

  • M13
  • RRE Ventures
  • Foundation Capital
  • Workday Ventures
  • Swell Capital
  • Combine
  • Designer Fund
  • Ludlow Ventures
  • PeopleTech Partners
  • Burst Capital
  • Workday

Series B and later4 investors entered at this stage

Team profiled 9 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 1 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
11 countries with
team presence
🇺🇸 United States64.5%
🇮🇪 Ireland6.5%
🇨🇿 Czech Republic3.2%
🇬🇧 United Kingdom3.2%
🇦🇺 Australia3.2%
Top 5 of 11 shown
Web traffic by country
10K monthly visits
across markets
🇺🇸 United States102%
Top 1 markets shown

Market sentiment

Posts on X, past 7 days

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

See Northstar on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.