Northstar

San Francisco, United States Founded: 2017 • Age: 9 yrs Acquired By Nayya
Financial wellness and management tools are provided to employees.
Annual revenue - Latest available
Total funding $31.7M 3 rounds
Employees 9 Tracked headcount
Investors 15 Known backers
Products 1 Services tracked
Competitors 9 Brand Intelligence

About Northstar

Northstar is a company based in San Francisco (United States) founded in 2017 was acquired by Nayya in September 2025. It operates as a Subscription Services. Northstar has raised $31.7 million across 3 funding rounds from investors including Workday, PayPal and Nayya. The company has 9 employees as of December 31, 2020. Northstar offers products and services including Financial Wellness Program. Northstar operates in a competitive market with competitors including LearnLux, Your Money Line, Questis, Ayco and LifeCents, among others.

  • Headquarter San Francisco, United States
  • Employees 9 as on 31 Dec, 2020
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Northstar Investment Advisors, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $31.7 M (USD)

    in 3 rounds

  • Latest Funding Round
    $24.4 M (USD), Series B

    Oct 13, 2022

  • Investors
    Workday

    & 14 more

  • Employee Count
    9

    as on Dec 31, 2020

  • Acquired by
    Nayya

    (Sep 11, 2025)

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Products & Services of Northstar

Northstar offers a comprehensive portfolio of products and services, including Financial Wellness Program.

Product name locked
Category locked
Primary

A program designed to support employee financial health.

People of Northstar

Headcount 50-200
Employee Profiles 18
Board Members and Advisors 1
Employee Profiles
People
Sarah Quirk
Vice President, Marketing
People
Amanda Peppers
Director, Consultant Relations
People
Matt Matteson
CTO & Co-Founder
People
Will Peng
Co-founder & CEO

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Board Members and Advisors
people
Rachel Zabronsky
Investor & Board Observer

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Funding Insights of Northstar

Northstar has successfully raised a total of $31.7M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $24.4 million completed in October 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Northstar

Northstar has secured backing from 15 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Workday, PayPal and Nayya.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Multiple sectors are invested in by M13 venture capital fund.
Locked Locked Locked
Venture capital firm focused on early-stage fintech, enterprise, web 3, consumer, and multiple sectors
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Early to growth-stage firms are invested in by Workday Ventures.
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Investor details for Northstar

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
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  • Participation history

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Investments & Acquisitions by Northstar

Investments
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Investment portfolio details for Northstar

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Northstar

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Detailed financials for Northstar

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  • Profit trends
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Northstar Comparisons

Northstar Primary company
Description
Financial wellness and management tools are provided to empl...
Location
San Francisco, United States
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
9
As of 2020
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Peer comparison for Northstar

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Northstar

Northstar operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as LearnLux, Your Money Line, Questis, Ayco and LifeCents, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Personal finance skills are taught via online interactive tools.
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Personal finance advice is provided to employees through employer services.
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Financial service solutions are provided to enterprises using AI technology.
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Financial planning and wealth management services are provided by Ayco.
Locked Locked Locked
Financial management training is delivered to employees via AI platform.
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Detailed competitors of Northstar

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Latest news on Northstar

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Complete news archive for Northstar

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Northstar

Northstar was founded in 2017 and raised its 1st funding round 1 year after it was founded.

Northstar is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Northstar is a funded company, having raised a total of $31.7M across 3 funding rounds to date.

As of Dec 31, 2020, the latest employee count at Northstar is 9.

A financial wellness program is provided by Northstar to support employees in managing their finances. Focus is placed on improving financial health within organizations. Solutions are tailored for employee benefits in various sectors.

Northstar's top competitors include Addition Wealth, Ayco and Alice.

Northstar offers Financial Wellness Program.

Northstar has 15 investors. Key investors include Workday, PayPal, Nayya, Canvas Ventures, and Foundation Capital.

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