Northstar Money2026.09.17 - App Store

NORTHSTAR - PERSONALIZED FINANCIAL GUIDANCE

Northstar helps you build a healthier relationship with your money through personalized guidance, clear action steps, and real human support.

Designed to meet you where you are, Northstar simplifies complex financial decisions and helps you move forward with confidence. Whether you’re managing everyday finances, navigating benefits, planning for retirement, or preparing for life changes, Northstar gives you clarity and direction.

WHAT YOU CAN DO WITH NORTHSTAR

1-ON-1 FINANCIAL GUIDANCE
Get access to a credentialed financial advisor (CFP) through secure chat, phone, or video. Northstar advisors act as fiduciaries and provide personalized guidance without commissions or product sales, tailored to your goals and life stage.

PERSONALIZED ACTION PLANS
Turn goals into clear, actionable next steps. Northstar helps you focus on what matters most right now, without long questionnaires, complex charts, or overwhelming documents.

A CLEAR FINANCIAL PICTURE
See your financial life in one place. Understand your income, spending, savings, and progress toward your goals with intuitive tools that support informed decision-making.

BENEFITS AND COMPENSATION INSIGHTS
Make sense of your total compensation, including employer benefits. Get guidance on health plans, retirement savings, equity, and other benefits so you can make confident choices.

SUPPORT THROUGH LIFE’S FINANCIAL MOMENTS
From starting a new job to buying a home, growing your family, or planning for retirement, Northstar adapts as your life changes and your financial needs evolve.

WHY PEOPLE TRUST NORTHSTAR
Northstar was built to make financial guidance clear, accessible, and aligned with your goals. We prioritize clarity over jargon and guidance over pressure, so you can feel informed and in control of your money.

SECURITY AND PRIVACY
Your data is protected with industry-standard security and encryption. Your financial information is private and always under your control.

Get started with Northstar today and take the next step toward financial confidence.

Version History Bug fix for iOS 27 compatibility. 2026.09.17 Sep 17 Maintenance update: rebuilt with the latest Apple developer tools for continued compatibility. 2026.09.16 Sep 16 Proactively patched potential security vulnerabilities to ensure continued stability, guaranteeing your experience remains safely and reliably secure. 2026.05.20 May 21 Upgraded push notification reliability and laid the groundwork for smoother navigation in future updates. 2026.02.10 Feb 16 Improved support for Single Sign-On (SSO) login for eligible workplaces. 2026.01.30 Feb 2 Updated the application to bring feature parity with our web experience. Real-time guidance from Cosmo, Northstar’s AI assistant, is now available in the iOS app. 2026.01.21 Jan 23 We've improved the bills and transactions experience. You can now delete or edit bills, changing their category, frequency, and expected amount. View transactions that match your selected criteria to find a bill you're looking for.

Included in this release are bug fixes and performance improvements. 2022.06.0 06/23/2022 Bug fixes and performance improvements. 2022.05.0 05/26/2022 We've expanded the ability to view and edit all bank accounts, including those that were previously hidden. Also included in this release are bug fixes and performance improvements. 2022.03.0 04/18/2022 This release contains more ways to maintain a complete picture of your finances. You can now add and edit an account manually on the Accounts page, including the ability to change balances and categorize the account. You can also change account types for automatically synced accounts, to see an accurate net worth picture. 2022.02.0 03/22/2022 Minor bug fixes and performance improvements. 2022.01.0 02/02/2022 Minor bug fixes, plus changes required of SEC-registered investment advisers 2021.10.0 10/21/2021 We're bringing you several improvements in this release:
• Employee Benefits now support icons 2021.7.0 07/31/2021 We're bringing you several improvements in this release:
• Rich text support for employer benefits 2021.6.0 07/06/2021 We're bringing you several improvements in this release:
• Bills are now sorted by their due dates
• Improvements to add bank account flow 2021.5.0 05/18/2021 We're bringing you several improvements in this release:
• Messages in chat can now be copied by long-pressing the message
• Chat text now supports links and rich text, ie. bullet lists, bold, emphasis, etc., via markdown syntax
• Updated bills tab with support for bills with different payment frequencies
• Crash fixes and various layout fixes throughout the app 2021.4.0 02/27/2021 We're bringing you a number of improvements in this release:
• Your expert now has an introduction video in your chat feed
• New budget spending status design in your Real Balance
• Crash fixes 2021.3.0 02/16/2021 We're bringing you a number of improvements in this release:
• Stability improvements and network performance optimizations 2021.1.0 01/22/2021 Happy Holidays! We're bringing you a few small improvements in this release:
• We've improved the way your expert's information loads into the app
• Fixed an issue where errors were showing up when you would open the app after being away for a while 1.3.5 12/20/2020 We've improved the experience of adding and updating your financial accounts. 1.3.4 11/30/2020 We've improved expert profile info for new and existing users. 1.3.3 11/06/2020 Northstar is a holistic financial platform that unifies personal finances with a blend of human advisors, automation, and self-guided tools. This bug fix release improves the balance tab. 1.3.2 06/25/2020 Northstar is a holistic financial platform that unifies personal finances with a blend of human advisors, automation, and self-guided tools.

This new release adds support to see all the benefits offered by your employer. Check it out on the accounts tab! 1.3.1 05/12/2020 Northstar is a holistic financial platform that unifies personal finances with a blend of human advisors, automation, and self-guided tools.

With this release we improve our guidance by allowing you to build and submit a user file to your personal Northstar expert. 1.3 04/17/2020 Big changes on the accounts tab! View your net worth and connect bank accounts. You can even swipe on an account to remove it. 1.2.1 01/17/2020