Junxure
- Company typePrivate
- Founded2001
- HeadquartersRaleigh, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Junxure firmographics
Firmographics- Name
- Junxure
- Website
- https://junxure.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Junxure industry classification
Industry- Product category
- Wealth Management Practice Management Software
- NAICS
- Management Consulting Services (54161), Computer Systems Design and Related Services (54151)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Customer Experience (CX) & Digital Experience (BPAHAEAC)
- akta.pro secondary industry
- Learning Technology & LMS/LXP Implementation (BPACANAH)
Keywords
Where Junxure is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Markets served
Junxure business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Junxure product offering
Product offeringCore offering
Junxure is a CRM practice improvement company that integrates technology, consulting, and training to help financial advisory practices strengthen client relationships and streamline operations. The offering combines a CRM platform with hands-on consulting engagements and structured training programs for advisory firms.
Product overview
AdvisorEngine offers a unified CRM platform for financial advisors, supplemented by a suite of integrated wealth management tools. The core AdvisorEngine CRM platform serves as the central hub, supplemented by Digital Onboarding for client intake, Portfolio Management Tools (including Data Consolidation, Goals-based Planning, Rebalancing, Performance Reporting, and Fee Billing), a Client Portal for client access, and Business Intelligence capabilities. The company also provides Investment Management through its AdvisorEngine Portfolio Solutions division. Pricing starts at $69 per user per month for the CRM with access to all features, priority support, and unlimited document storage.
Differentiator
Problem solved
Functional benefit
Products and services
- Junxure CRM Platform
Companies that use Junxure
Customer profileIdeal customer profiles1 record
Junxure technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Junxure partnerships and signals
Strategic signalRecent moves1 record
Junxure competitors and assessment
Company assessmentDirect peers
- Practifi: Practice management and CRM platform for financial advisors. Highly comparable to Junxure as a vertically focused CRM serving RIAs and wealth management firms with workflow and client management capabilities.
- AdvisorEngine: A CRM and wealth management technology platform for financial advisors. Compares to Junxure in both target market (advisors) and core product (CRM as central hub), and appears closely related given overlap in source content.
- Redtail Technology: A leading CRM purpose-built for financial advisors and insurance professionals. Directly comparable to Junxure in target customer (independent advisors/RIAs) and core product (vertical CRM with workflow automation).
- Wealthbox: Cloud-based CRM designed specifically for financial advisors. Competes head-to-head with Junxure for the same wealth management customer base, with overlapping contact management, workflow, and client engagement features.
Emerging players
- FMG Suite: Marketing and compliance software for financial advisors, with adjacent CRM-like advisor workflow features. Partially overlapping with Junxure in serving advisors with practice improvement tooling, though primarily marketing-led.
- Black Diamond (Advent Geneva): Performance reporting and client portal platform for RIAs. Comparable to Junxure in serving independent advisors with practice management technology, though more focused on reporting than CRM.
Broad incumbents
- Salesforce (Financial Services Cloud): The dominant horizontal CRM with a financial services vertical edition. Competes with Junxure in advisor CRM but addresses a much broader enterprise market with a wider feature set and larger R&D budget.
- Tamarac (Envestnet): Provides portfolio management, reporting, and CRM/advisor workstation tools for RIAs. Overlaps with Junxure in serving advisory firms, but operates as part of Envestnet's much broader wealth management platform.
- Orion Advisor Tech: Wealth management technology provider offering CRM, portfolio management, and reporting for advisors. Comparable to Junxure's integrated practice improvement approach, though operating at a much larger scale.
- Microsoft Dynamics 365 (Financial Services): Enterprise CRM and ERP platform with a financial services offering. Targets the same advisor/wealth management buyer segment as Junxure but as part of a broad productivity and business applications suite.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Junxure social profiles
Digital presenceJunxure financial estimates
Financial estimateRevenue estimate
Valuation estimate
Junxure leadership team
Management profileNumber of profiles
Profiles2 records
Junxure funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Junxure M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Junxure
What does Junxure do?
Junxure is a CRM practice improvement company that integrates technology, consulting, and training to help financial advisory practices strengthen client relationships and streamline operations. The offering combines a CRM platform with hands-on consulting engagements and structured training programs for advisory firms.
Is Junxure a public or private company?
Junxure is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Junxure founded?
Junxure was founded in 2001. It employs 101 to 250 people.
Where is Junxure based?
Junxure is headquartered in Raleigh, United States, in the North America region.
Who are Junxure's main competitors?
Direct peers on record are Practifi, AdvisorEngine, Redtail Technology and Wealthbox. Emerging players are FMG Suite and Black Diamond (Advent Geneva). Broad incumbents are Salesforce (Financial Services Cloud), Tamarac (Envestnet), Orion Advisor Tech and Microsoft Dynamics 365 (Financial Services).
Does Junxure have an API?
No public API is recorded for Junxure.
What industry is Junxure in?
Junxure's product category is Wealth Management Practice Management Software. Its primary akta.pro industry code is BPAHAEAC, Customer Experience (CX) & Digital Experience, with a secondary code of BPACANAH, Learning Technology & LMS/LXP Implementation. Its NAICS code is 54161 and its SIC code is 8742.