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Junxure

Junxure
2001 FOUNDED
M&A STATUS
41-50 EMPLOYEES
M&A LATEST DEAL TYPE
$16M LATEST DEAL AMOUNT
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.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly Angel backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 3651 Trust Drive
  • Raleigh, NC 27616
  • United States

+1 (866) 000-0000
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Junxure Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 29-Dec-2017 $16M 00.000 0000 Completed Generating Revenue
3. Angel (individual) 09-Jun-2015 00000 00.000 Completed Generating Revenue
2. Angel (individual) 24-Apr-2013 $5.67M $6.09M Completed Generating Revenue
1. Angel (individual) 04-Sep-2012 $425K $425K Completed Generating Revenue
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Junxure Competitors (52)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
00000000 Corporation Bedford, NH
0000000 Formerly Angel backed Powhatan, VA 000 000 000000&0 000
0000000 00000000 Accelerator/Incubator Backed Dedham, MA 0 000000000000
00000000 Venture Capital-Backed San Mateo, CA 0 00.000 000000000 00.000
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Junxure Executive Team (2)

Name Title Board
Seat
Contact
Info
Tim Betts Chief Information Officer
Gregory Friedman Co-Founder, President & Chief Executive Officer

Junxure Board Members (1)

Name Representing Role Since Contact
Info
Kenneth Golding Junxure Board Member & Co-Founder 000 0000