Juniper Square

San Francisco, United States Founded: 2014 • Age: 12 yrs
Real estate investments are managed through a specialized platform.
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About Juniper Square

Juniper Square is a company based in San Francisco (United States) founded in 2014 by Yonas Fisseha, Adam Ginsburg, and Alex Robinson.. Juniper Square has raised $369 million across 6 funding rounds from investors including Nasdaq, Fifth Wall and Blue Owl. Juniper Square has completed 1 acquisition, including Forstone. Juniper Square offers products and services including Fund Administration, Investor Management, and Digital Subscriptions. Juniper Square operates in a competitive market with competitors including iCapital, SS&C, FundGuard, RealBlocks and Allfunds, among others.

  • Headquarter San Francisco, United States
  • Founders Yonas Fisseha, Adam Ginsburg, Alex Robinson
  • Stage Minicorn
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Juniper Square, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $369 M (USD)

    in 6 rounds

  • Latest Funding Round
  • Investors
    Nasdaq

    & 9 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Juniper Square

Juniper Square offers a comprehensive portfolio of products and services, including Fund Administration, Investor Management, and Digital Subscriptions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Platform for managing fund accounting and treasury services

Tools for streamlining investor communications and reporting

System for handling fundraising and investor onboarding

People of Juniper Square
Headcount 200-500
Employee Profiles 78
Employee Profiles
People
Andrea Berdick
Senior Manager, Customer Success
People
Tara Heffernan Pinkston
Senior Customer Success Manager, Team Lead
People
Brandon Sedloff
Managing Director & SVP
People
Alejandra Garcia
Lead Product Manager

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Funding Insights of Juniper Square

Juniper Square has successfully raised a total of $369M across 6 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 6
  • Last Round
  • First Round

    (05 Dec 2017)

  • Investors Count 10
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2025 Amount Series D - Juniper Square Valuation

investors

Jun, 2025 Amount Series D - Juniper Square Valuation Ribbit Capital
Feb, 2023 Amount Series D - Juniper Square Valuation Blue Owl
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Juniper Square

Juniper Square has secured backing from 10 investors, including institutional and venture fund investors. Prominent investors backing the company include Nasdaq, Fifth Wall and Blue Owl. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage companies in fintech and multiple sectors are invested in.
Founded Year Domain Location
Redpoint Ventures is engaged in venture capital investments.
Founded Year Domain Location
Investments in technology startups are made by Felicis Ventures.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Juniper Square

Juniper Square has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Forstone. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Advisory, AML, and compliance services for real estate are provided.
2018
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Juniper Square

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Juniper Square Comparisons

Employees
+
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Competitors of Juniper Square

Juniper Square operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as iCapital, SS&C, FundGuard, RealBlocks and Allfunds, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Software solutions are provided for managing private investments.
domain founded_year HQ Location
Cloud-based software is provided for investment management firms.
domain founded_year HQ Location
Cloud-based solutions are provided to asset managers and fund administrators.
domain founded_year HQ Location
RealBlocks is recognized as a digital platform for managing private funds.
domain founded_year HQ Location
B2B wealthtech solutions for funds trading and administration are offered.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Juniper Square

Frequently Asked Questions about Juniper Square

When was Juniper Square founded?

Juniper Square was founded in 2014 and raised its 1st funding round 3 years after it was founded.

Where is Juniper Square located?

Juniper Square is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Who is the current CEO of Juniper Square?

Alex Robinson is the current CEO of Juniper Square. They have also founded this company.

Is Juniper Square a funded company?

Juniper Square is a funded company, having raised a total of $369M across 6 funding rounds to date. The company's 1st funding round was a Series D of $133M, raised on Dec 05, 2017.

What does Juniper Square do?

Juniper Square was established in 2014 in San Francisco, United States, within the real estate sector. A platform is offered for investment management, including customer relationship management, client tracking, portfolio oversight, back-office accounting, reporting tools, and compliance processes. Operations focus on streamlining these functions for firms like Greystar, Cortland, and Ellis Partners.

Who are the top competitors of Juniper Square?

Juniper Square's top competitors include iCapital, FundGuard and Kanastra.

What products or services does Juniper Square offer?

Juniper Square offers Fund Administration, Investor Management, and Digital Subscriptions.

How many acquisitions has Juniper Square made?

Juniper Square has made 1 acquisition, including Forstone.

Who are Juniper Square's investors?

Juniper Square has 10 investors. Key investors include Nasdaq, Fifth Wall, Blue Owl, Ribbit Capital, and Redpoint Ventures.

What is Juniper Square's valuation?

The valuation of Juniper Square is $490M as of Nov 2019.

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