Custom Financial Software

Bringing the power of a large-firm tech department to small wealth management businesses.

What We Do


Large wealth management corporations have full-time tech departments that work with their advisors to custom fit financial software to their specific needs.

We are the premiere independent company that provides this same level of attention and one-on-one focus to smaller wealth management firms.

Reach out to us today to set up a free initial consult!



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Contact Us


Greenstar Group
5300 Fifth Ave.
Pittsburgh, PA 15232
Jacob
[email protected]
(347) 209-2325
 
Oliver
[email protected]
(814) 360-7508

How It Works

Learn more about what working with Greenstar will be like.

Our Promise

View our company mission and our pledge to our clients.

Compliance

We are in the process of gaining all requisite compliance certifications to deliver the safest, most reliable models to you and your team.