Northstar Financial Services Group is a leading financial services company based in Omaha, NE. They offer a comprehensive range of wealth management solutions, including portfolio accounting, trading, risk intelligence, compliance, and financial planning tools. With their innovative technology and investment strategies, Northstar empowers advisors to attract new clients, deliver holistic advice, and help investors achieve their unique financial goals.
Northstar's tech-enabled fiduciary process, known as the Fiduciary Flywheel, seamlessly integrates prospecting, planning, investing, and achieving to drive organic growth and showcase the value created in client relationships. Their cutting-edge solutions, such as Orion Custom Indexing and Redtail CRM, enable advisors to customize portfolios at scale, streamline operations, and work smarter. With a focus on empowering advisors and delivering exceptional client experiences, Northstar Financial Services Group is a trusted partner for financial professionals seeking to grow their firms.
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