Junxure

Raleigh, United States Founded: 2000 • Age: 26 yrs Acquired By AdvisorEngine
CRM solutions are offered to financial advisors for client management.
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About Junxure

Junxure is a company based in Raleigh (United States) founded in 2000 was acquired by AdvisorEngine in January 2018.. Junxure has raised $6.3 million across 5 funding rounds from investors including AdvisorEngine. Junxure offers products and services including AdvisorEngine CRM, Portfolio Management, and Goals-based Planning. Junxure operates in a competitive market with competitors including Zafin, Pegasystems, Talisma, PureFacts and Zipari, among others.

  • Headquarter Raleigh, United States
  • Sectors
    Financial Services
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → FinTech & Digital Finance → →
Technology → Enterprise Software & Productivity Solutions → →
Financial Services → FinTech & Digital Finance → →
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $6.3 M (USD)

    in 5 rounds

  • Latest Funding Round
    $200 K (USD), Series A

    Jun 09, 2015

  • Investors
    AdvisorEngine
  • Employee Count
    Employee Count
  • Acquired by
    AdvisorEngine

    (Jan 02, 2018)

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Products & Services of Junxure

Junxure offers a comprehensive portfolio of products and services, including AdvisorEngine CRM, Portfolio Management, and Goals-based Planning. 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 financial advisor operations and client data securely.

Tool for handling investment portfolios and rebalancing activities.

System for creating and tracking client financial goals effectively.

Funding Insights of Junxure

Junxure has successfully raised a total of $6.3M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $200 thousand completed in June 2015. 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 5
  • Last Round Series A — $200,000
  • First Round

    (01 Apr 2012)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2015 Amount Series A - Junxure Valuation

investors
Apr, 2013 Amount Series A - Junxure Valuation

investors
Apr, 2013 Amount Unspecified - Junxure Valuation

investors
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners

Investors in Junxure

Junxure has secured backing from 1 investor. Prominent investors backing the company include AdvisorEngine. 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
Investor Description Founded Year Domain Location
AdvisorEngine
Digital wealth management platform for financial advisors is offered.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Amitabh Bachchan family office
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Signite Partners
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Sixteenth Street Capital
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
GGV Capital
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Junxure

Investments
Company Name Description Domain Location Founded Year Amount
Bento Cloud
Bionic investment advisor platform
2016
48East
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
GrabKios by Kudo
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
48East
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Junxure

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
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners

Junxure Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Junxure

Junxure 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 Zafin, Pegasystems, Talisma, PureFacts and Zipari, 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
Zafin
domain founded_year HQ Location
Software solutions for relationship banking in financial services are delivered.
Pegasystems
domain founded_year HQ Location
Wealth management solutions via AI decisioning and automation are provided.
Talisma
domain founded_year HQ Location
Customer relationship management software is provided for omnichannel engagement.
PureFacts
domain founded_year HQ Location
CRM solutions for wealth managers
Zipari
domain founded_year HQ Location
Provider of cloud-based customer experience management platform for payers
Glia
domain founded_year HQ Location
Cloud-based omnichannel platform is provided for financial customer service.
Company Name Domain Founded year HQ Location Description
inDrive
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
Bolt
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
Gojek
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
Dunzo
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Junxure

Frequently Asked Questions about Junxure

When was Junxure founded?

Junxure was founded in 2000 and raised its 1st funding round 12 years after it was founded.

Where is Junxure located?

Junxure is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.

Is Junxure a funded company?

Junxure is a funded company, having raised a total of $6.3M across 5 funding rounds to date. The company's 1st funding round was a Unspecified of $425K, raised on Apr 01, 2012.

What does Junxure do?

Junxure was founded in 2000 and is based in Raleigh, United States. CRM solutions tailored for financial advisors are provided by the company, focusing on the financial services sector. Key offerings include Junxure Cloud, which supports contact management, workflow processes, and pipeline tracking, along with Client View, a portal that delivers access to investment information, documents, and content while integrating with portfolio systems. A subscription-based model is utilized for pricing.

Who are the top competitors of Junxure?

Junxure's top competitors include Glia, PureFacts and Zipari.

What products or services does Junxure offer?

Junxure offers AdvisorEngine CRM, Portfolio Management, and Goals-based Planning.

Who are Junxure's investors?

Junxure has 1 investor. Key investors include AdvisorEngine.

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