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
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website junxure.com
- Social LinkedIn X Facebook Instagram
- Acquired by AdvisorEngine (Jan 2018)
- Total Equity Funding$6.3M (USD)
in 5 rounds
- Latest Funding Round$200K (USD), Series A
Jun 2015
- Investors
- Acquired byAdvisorEngine
(Jan 2018)
Products & Services of Junxure
Junxure offers a comprehensive portfolio of products and services, including AdvisorEngine CRM, Portfolio Management, and Goals-based Planning.
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 $6.3M
- Total Rounds 5
- Last Round Series A — $200,000
- First Round $5M
(Apr 2012)
All 5 funding rounds of Junxure with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2015 | $200,000 | Series A | – | – | – |
| Apr 2013 | $250,000 | Series A | – | – | – |
| Apr 2013 | $425,000 | Unspecified | – | – | – |
| Sep 2012 | $425,000 | Seed | – | – | – |
| Apr 2012 | $5M | Unspecified | – | – | – |
1 investors in total: 1 institutional.
Investors in Junxure
Junxure has secured backing from 1 investor. Prominent investors backing the company include AdvisorEngine.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Digital wealth management platform for financial advisors is offered. | 2014 | advisorengine.com | New York, United States |
Investor details for Junxure
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Junxure
1 people are tracked at Junxure (1 in leadership).
| Name | Role | Group |
|---|---|---|
Ken Golding | Owner | Leadership |
Complete people profiles for Junxure
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Junxure
4 dated milestones of Junxure across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Junxure is founded.
- Funding First funding round of $5.0M.
- Funding Latest funding round, Series A, of $200K.
- Exit Acquired by AdvisorEngine.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zafin.com | 2002 | Toronto, Canada | $47.2M | – | Software solutions for relationship banking in financial services are delivered. | |
| pega.com | 1983 | Cambridge, United States | – | 5,406 | Wealth management solutions via AI decisioning and automation are provided. | |
| talisma.com | 1999 | Bengaluru, India | $66.39M | – | Customer relationship management software is provided for omnichannel engagement. | |
| purefacts.com | 2010 | Toronto, Canada | $61.02M | – | CRM solutions for wealth managers | |
| zipari.com | 2014 | Brooklyn, United States | $44.83M | – | Provider of cloud-based customer experience management platform for payers | |
| glia.com | 2012 | New York, United States | $150.6M | 130 | Cloud-based omnichannel platform is provided for financial customer service. | |
| totalexpert.com | 2012 | Eden Prairie, United States | $79.4M | 266 | Customer engagement platforms for financial institutions are provided. | |
| himarley.com | 2015 | Boston, United States | $41.75M | 88 | AI and cloud-based platform for insurance conversations is provided. | |
| sureify.com | 2012 | San Jose, United States | $17.25M | 189 | Platform offering CRM software to the insurance industry |
Detailed competitors of Junxure
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Junxure
Websites that share an audience with Junxure (junxure.com).
Websites whose visitors overlap most with Junxure. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| redtailtechnology.com | 100% | 2.2M | #21,846 | View details | |
| ccadvisors.com | 92% | – | – | View details | |
advisors4advisors.com | advisors4advisors.com | 88% | – | #8,619,584 | – |
| mobileassistant.us | 65% | – | – | View details | |
fc.standardandpoors.com | fc.standardandpoors.com | 65% | – | – | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Junxure
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Junxure
Complete news archive for Junxure
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Junxure
10 companies that operate in the same segment as Junxure (Insurance Technology & Support Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance products for vehicles, health, travel, and life are offered. | 2016 | Bengaluru, Karnataka, India | USD 655.23 M | USD 216.04 M | 461 | |
Auto insurance is delivered via app to individual drivers. | 2017 | London, England, United Kingdom | USD 206.3 M | – | – | |
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | – | USD 1.48 B | 226 | |
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | – | – | |
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | – | – | |
Satellite-based imaging solutions are provided using synthetic aperture radar. | 2016 | Palo Alto, California, United States | USD 233.99 M | – | 191 | |
API-enabled insurance distribution platform is provided for B2C companies. | 2011 | Noida, Uttar Pradesh, India | USD 120.6 M | – | – | |
AI and microsatellite-based imaging solutions are developed for data monitoring. | 2014 | Espoo, Finland | USD 1.16 B | – | – | |
Software suite for insurance distribution and management is provided. | 2014 | New York, New York, United States | USD 354.55 M | USD 21.6 K | – | |
AI-enabled driver monitoring and fleet safety management solutions | 2015 | Palo Alto, California, United States | USD 182.84 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Junxure
Junxure was founded in 2000 and raised its 1st funding round 12 years after it was founded.
Junxure is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
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 $5M, raised on Apr 2012.
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.
Junxure offers AdvisorEngine CRM, Portfolio Management, and Goals-based Planning.
Junxure has 1 investor. Key investors include AdvisorEngine.
Yes. Junxure was acquired by AdvisorEngine in January 2018.