We're making it easy for everyone to access affordable, personalized financial advice. We believe that financial wellness starts with a single paycheck. That's why we work with leading companies to provide access to dedicated financial advisors (CFP®) and innovative tools as an employee benefit. Northstar’s financial wellness program helps employees make the connection between employer benefits and personal finances so they can get the most out of their benefits. We've raised more than $40M from investors including Notable Capital, PayPal Ventures, Thomson Reuters Ventures, Canvas Ventures, M13, Foundation Capital, and Workday Ventures. Our employer customers include Zoom, Snap, NerdWallet, Superhuman, Medium, ServiceTitan, and more.
| Website | https://www.northstarmoney.com/ |
| Employees | 185 (39 on RocketReach) |
| Phone | +1 510-491-1300 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Financial Wellness, Financial Advisor, Personalized Financial Advice, Affordable Financial Advice, Financial Planning, Employee Financial Wellness, Money Management, Financial Guidance, Budgeting, Debt Management, Financial Coaching, Financial Security, Retirement Planning, Investment Advice, Financial Education, Credit Counseling, Financial Literacy |
| Competitors | Acorns, Truebill, Personal Capital, Grow.com | No-Code, Full-Stack BI, Breathe Life (acquired by Zinnia), PocketGuard, EveryDollar, Wally, Check Inc. (now Mint Bills), Clarity Money/Goldman Sachs +37 more (view full list) |
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David Zach is the SVP of Growth of Northstar.
39 people are employed at Northstar.