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Junxure

Full company profile

uuid000cofv

Namestring
Junxure
Websiteurl
junxure.com
Company typeenum
Private
Founded yearint
2001
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersRaleigh, United States
HQ citystring
Raleigh
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
CRM software, wealth management, practice management, financial advisory, consulting services
Industry2 codes
1Customer Experience (CX) & Digital Experience
CodeBPAHAEACPrimaryYes
2Learning Technology & LMS/LXP Implementation
CodeBPACANAHPrimaryNo
NAICS code2 codes
  • Management Consulting Services54161
  • Computer Systems Design and Related Services54151
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Wealth Management Practice Management Software
Social media profiles2 records
Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
GTM typeB2B
B2B
Offering typeSoftware
Software
Core offering1 text field

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.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

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.

Product and service1 record
1Junxure CRM Platform
Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Peers10 records
1Practifi
TypeDirect peer
Description

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.

2AdvisorEngine
TypeDirect peer
Description

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.

3FMG Suite
TypeEmerging player
Description

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.

4Salesforce (Financial Services Cloud)
TypeBroad incumbent
Description

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.

5Tamarac (Envestnet)
TypeBroad incumbent
Description

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.

6Redtail Technology
TypeDirect peer
Description

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).

7Orion Advisor Tech
TypeBroad incumbent
Description

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.

8Wealthbox
TypeDirect peer
Description

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.

9Black Diamond (Advent Geneva)
TypeEmerging player
Description

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.

10Microsoft Dynamics 365 (Financial Services)
TypeBroad incumbent
Description

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

Each record includes

Headline, Details, Source

Weaknesses3 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks4 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Junxure

Wealth Management Practice Management Softwarejunxure.com

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

  • CRM software
  • Wealth management
  • Practice management
  • Financial advisory
  • Consulting services

Where Junxure is headquartered

Location

Headquarters

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 offering

Core 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 profile

Ideal customer profiles1 record

Junxure technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Junxure partnerships and signals

Strategic signal

Recent moves1 record

Junxure competitors and assessment

Company assessment

Direct 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 presence

Junxure financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Junxure leadership team

Management profile

Number of profiles

Profiles2 records

Junxure funding detail

Funding detail

Funding 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 investment

M&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.

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Live signals
PR NewswireJunxure Launches Digital Account Open Integration with Schwab Advisor Services™AdvisorEngine announced that its Junxure CRM platform will be the first to offer a new digital account open workflow developed by Schwab Advisor Services, launching this month for wealth management firms using both platforms. The integration enables real-time digital account opening, eliminating manual form-filling, client coordination challenges, not-in-good-order data issues, and CRM accuracy problems. The new functionality builds on existing API integration, allowing uninterrupted synchronization between platforms where advisors can generate account documents using pre-filled data and e-authorization technology.PR NewswireJunxure Announces Deep Integrations with Orion, Constant Contact and MyRepChatAdvisorEngine announced that its subsidiary Junxure is deploying deep integrations with Orion Advisor Services, Constant Contact, and MyRepChat to enhance its CRM platform for financial advisory firms. The integrations create seamless data synchronization between CRM, portfolio accounting, email marketing, and text messaging tools, eliminating redundant data entry and enabling a unified communication hub for advisors. Additional integrations and user experience enhancements are reportedly under development.PR NewswireAdvisorEngine Introduces New Junxure Branding, Continues Company EvolutionAdvisorEngine rebranded its Junxure CRM with a new logo and website, aligning with its AdvisorEngine brand. CRM sales are proceeding at a record pace, putting the company on track for its best sales in 17 years. The company also expanded its Raleigh team by 25% and prepares for its annual conference in Nashville.PR NewswireJunxure Founder Named to the InvestmentNews' 2017 Icons and Innovators ListInvestmentNews recognized Greg Friedman, co-founder and president of Junxure, as a 2017 Icons and Innovators honoree out of several hundred nominations, placing him among 18 Innovators and two Icons. Friedman, who also serves as president of wealth management firm Private Ocean, was selected for contributing to the advancement of the financial advice profession through innovative ideas and tools. The award will be presented at a luncheon on April 18th at the University Club in New York City.PR NewswireJunxure Wins Wealthmanagement.com Award for Top CRMJunxure, a CRM solutions provider for financial advisors, won the CRM Award at the 2017 Wealthmanagement.com Industry Awards for its Junxure Cloud platform, marking the company's second win in the category over the past three years. The judges highlighted Junxure's integrations with leading platforms, specifically its work with TD Ameritrade Institutional, as a key factor in the recognition. The award was presented at a ceremony in New York City, with judges evaluating nominees based on their contributions to helping advisors manage, service, and convert clients.PR NewswireJunxure Announces Release of Junxure Cloud Version 4.0Junxure, a CRM solutions and technology firm for financial advisors, has released Junxure Cloud Version 4.0, featuring streamlined navigation and expanded reporting capabilities. The new version includes customizable Record Quick Links for one-click access to client data and a new suite of reports for meeting prep, client revenue monitoring, and employee time tracking. The release was announced at the 2017 Junxure Advisor Conference in Las Vegas as part of the company's effort to help wealth management advisors improve productivity and competitiveness.PR NewswireJunxure Customer Excellence Awards 2017 Winners AnnouncedJunxure announced the winners of its inaugural Customer Excellence Awards during the 2017 Junxure Advisor Conference in Las Vegas. Awards were distributed in three categories: the Community Award to JJ Burns and Company, the Legacy Award to McMahan Capital Management, and the Power User Award to Budros, Ruhlin & Roe, Inc. and Hoover Financial Advisors. Greg Friedman, President and CEO of Junxure, stated the company was inspired by how these firms leveraged Junxure solutions to grow their businesses.PR NewswireJunxure to Honor Users at Inaugural Awards CeremonyJunxure, a CRM solution provider for financial advisors, announced the launch of its inaugural Customer Excellence Awards program to recognize advisors achieving success with their solutions. Winners will be announced at the 2017 Junxure Advisor Conference scheduled for September 28-29 in Las Vegas, with awards distributed across three categories: Community Award, Legacy Award, and Power User Award. The company highlighted having more than 12,000 active users and a 96% client retention rate.PR NewswireJunxure Expands Leadership Team, Adds Timothy Betts as Chief Information OfficerJunxure, a CRM solution provider for financial advisors headquartered in Raleigh, North Carolina, announced the appointment of Timothy Betts as its new Chief Information Officer on March 22, 2017. Betts brings over 25 years of software development experience, most recently serving as Software Development Managing Director over financial advisor and client applications at Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation. In his new role, Betts will lead Junxure's software development initiatives as the company pursues its next phase of growth.PR NewswireJunxure Announces 5th Annual Advisor Conference in Las VegasJunxure, a CRM solution and technology provider for financial advisors, announced its 2017 Advisor Conference scheduled for September 28-29 at the ARIA Resort & Casino in Las Vegas. The event marks the company's 5th annual advisor conference, which has sold out every year since its 2013 inception and is expected to draw hundreds of attendees including clients, prospects, partners, and employees. Registration is officially open with a discounted rate available for a limited time, and the company plans to release more details about sessions and speakers in the coming months.