Junxure Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 50

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $16M

Junxure General Information

Description

Provider of an integrated client relationship management system designed to liberate more energy to make clients happy. The company's integrated client relationship management system and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses, streamline operations, offers practice management consulting, training, data migration, and support services, its features take financial advisory businesses to the next level by automating critical processes, enabling advisors to provide the highest level of client service while increasing productivity and profitability.

Contact Information

Website
www.junxure.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 3651 Trust Drive
  • Raleigh, NC 27616
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Acquirer
AdvisorEngine
Vertical(s)
Marketing Tech, TMT
Corporate Office
  • 3651 Trust Drive
  • Raleigh, NC 27616
  • United States

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Junxure Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 29-Dec-2017 $16M Completed Generating Revenue
3. Later Stage VC (Series A) 09-Jun-2015 Completed Generating Revenue
2. Seed Round 24-Apr-2013 $5.67M $6.09M Completed Generating Revenue
1. Angel (individual) 04-Sep-2012 $425K $425K Completed Generating Revenue
To view Junxure’s complete valuation and funding history, request access »

Junxure Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of an integrated client relationship management system designed to liberate more energy to make clients happy.
Financial Software
Raleigh, NC
50 As of 2018

Omaha, NE
 

Mountain View, CA
 
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Junxure Competitors (49)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Orion Advisor Solutions Private Equity-Backed Omaha, NE
Addepar Venture Capital-Backed Mountain View, CA
InvestCloud Private Equity-Backed West Hollywood, CA
InvestEdge Private Equity-Backed Canonsburg, PA
MoneyGuide Formerly VC-backed Powhatan, VA
You’re viewing 5 of 49 competitors. Get the full list »

Junxure Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Junxure FAQs

  • When was Junxure founded?

    Junxure was founded in 2001.

  • Who is the founder of Junxure?

    Gregory Friedman is the founder of Junxure.

  • Where is Junxure headquartered?

    Junxure is headquartered in Raleigh, NC.

  • What is the size of Junxure?

    Junxure has 50 total employees.

  • What industry is Junxure in?

    Junxure’s primary industry is Financial Software.

  • Is Junxure a private or public company?

    Junxure is a Private company.

  • What is the current valuation of Junxure?

    The current valuation of Junxure is .

  • What is Junxure’s current revenue?

    The current revenue for Junxure is .

  • How much funding has Junxure raised over time?

    Junxure has raised $6.29M.

  • Who are Junxure’s competitors?

    Orion Advisor Solutions, Addepar, InvestCloud, InvestEdge, and MoneyGuide are some of the 49 competitors of Junxure.

  • When was Junxure acquired?

    Junxure was acquired on 29-Dec-2017.

  • Who acquired Junxure?

    Junxure was acquired by AdvisorEngine.

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