Northstar
Financial wellness starts at work
About Northstar
Northstar makes it easy for everyone to access affordable, personalized financial advice. They 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.
Pitch deck breakdown
How Northstar would pitch themselves.
Target customer
Consumers + businesses needing modern financial services + infrastructure — typically under-served by legacy banks + processors.
Problem they solve
Northstar makes it easy for everyone to access affordable, personalized financial advice. They work with leading companies to provide access to dedicated financial advisors (CFP®) and innovative tools as an employee ben… The category has historically been served by tools that miss the modern workflow this product is built around.
Key differentiator
Northstar differentiates on financial wellness starts at work. $0 raised — the company has resources + validation to compound this thesis.
Go-to-market strategy
Series-A scaling stage — building outbound sales motion, hiring first AEs, layering on customer success. Mix of PLG (where the product allows) + direct sales for higher-ACV deals.
Northstar website preview
Company facts
- Category
- Fintech
- Funding stage
- Series A
- Total raised
- $0
- Founded
- 2020
- Team size
- 51–200
- HQ
- Los Angeles, United States
- Country
- United States
- Website
- northstarmoney.com
Frequently asked questions
What does Northstar do?
Northstar makes it easy for everyone to access affordable, personalized financial advice. They 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.
Where is Northstar based?
Northstar is based in Los Angeles, United States, United States.
When was Northstar founded?
Northstar was founded in 2020.
How much has Northstar raised?
Northstar has raised $0 in their Series A round.