Junxure is a CRM solution tailored for the needs of financial advisors, wealth managers, and their teams. Founded in 2001, the company focused on providing tools for workflow automation, client data management, and compliance reporting. In 2018, Junxure was acquired by AdvisorEngine, a wealth management technology platform. Today, Junxure operates as a core product within the AdvisorEngine ecosystem, integrating with its other wealth management tools to offer a comprehensive platform for financial advisory firms.

Founded in

United States