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)
(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 |
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 |
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 |