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Junxure
What Does Junxure Do?
Junxure is a pioneering CRM (Customer Relationship Management) software specifically designed for financial advisors and wealth management firms. Founded in 2001, Junxure provides a comprehensive suite of tools to help advisors manage client relationships effectively, streamline daily operations, track communications meticulously, and maintain regulatory compliance. Known for its deep, industry-specific functionality, Junxure has empowered financial professionals to build stronger client connections and more efficient practices. In 2018, Junxure was acquired by AdvisorEngine, a leading provider of integrated wealth management technology. Junxure continues to be a flagship offering within AdvisorEngine's ecosystem, benefiting from ongoing development and integration with a broader suite of digital tools for advisors.
Where Is Junxure's Headquarters?
HQ Function
Serves as the central hub for AdvisorEngine's operations, including the continued development, product management, support, and strategic direction for the Junxure CRM product line.
Notable Features:
AdvisorEngine's New York office is situated in the SoHo district, an area known for its historic cast-iron architecture and vibrant, creative atmosphere, fostering an innovative environment suitable for a fintech company.
Work Culture:
The work culture, as part of AdvisorEngine, emphasizes collaboration, innovation, and a client-centric approach. Teams often work in agile methodologies to rapidly develop and enhance technology solutions for the wealth management industry.
HQ Significance:
The New York headquarters centralizes AdvisorEngine's leadership and core functional teams, driving the strategic evolution of Junxure CRM and its seamless integration into AdvisorEngine's comprehensive wealth management platform.
Values Reflected in HQ: The headquarters and its operations reflect values such as technological excellence, innovation, integration, and a deep commitment to empowering financial advisors and enhancing client success, aligning with AdvisorEngine's overall mission.
Location:
Junxure, as part of AdvisorEngine, primarily serves clients within the United States. However, the AdvisorEngine platform is built to support financial advisors who may have a global client base. While direct international offices are not a primary feature, the technology itself is adaptable for use by firms managing international wealth. Core development, support, and operational functions for Junxure are predominantly US-based, with a strong focus on the North American financial advisory market.
Street Address:
13 Crosby St
City:
New York
State/Province:
NY
Country:
USA
Where Else Does Junxure Operate Around the World?
Raleigh, NC, USA
Address: 421 Fayetteville St, Suite 1100, Raleigh, NC 27601
The Raleigh office leverages the Research Triangle Park area's rich tech talent pool to bolster AdvisorEngine's research and development capabilities, as well as to expand its customer service and operational footprint in the Southeastern United States.
Buying Intent Signals for Junxure
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Junxure? Meet the Executive Team
As of April 2025, Junxure' leadership includes:
Who's Investing in Junxure?
Junxure has been backed by several prominent investors over the years, including:
What Leadership Changes Has Junxure Seen Recently?
AdvisorEngine has maintained stability in its top C-suite leadership over the past 12 months, with no major publicly announced hires or departures. The existing executive team continues to guide the company's strategy, including the evolution of the Junxure CRM platform. Personnel changes may have occurred at other management or team levels as part of normal business operations.
What Technology (Tech Stack) Is Used byJunxure?
Discover the tools Junxure uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Junxure Email Formats and Examples
AdvisorEngine, the parent company responsible for Junxure, likely employs standard corporate email address formats. While specific internal conventions are not publicly disclosed, common patterns for technology and financial services companies include [first_initial][last]@[domain] or [first].[last]@[domain]. For AdvisorEngine, this would typically be @advisorengine.com.
[first_initial][last]@advisorengine.com or [first].[last]@advisorengine.com
Format
jdoe@advisorengine.com or john.doe@advisorengine.com
Example
75%
Success rate
What's the Latest News About Junxure?
Financial Advisor Magazine (FA Mag) • February 22, 2024
AdvisorEngine (Junxure) Integrates Platform with LPL Financial’s ClientWorks
AdvisorEngine announced a significant integration of its wealth management platform, which features the Junxure CRM, with LPL Financial's ClientWorks system. This collaboration is designed to streamline workflows for financial advisors utilizing both platforms by enabling robust data synchronization, thereby reducing manual data entry and enhancing operational efficiency and client service capabilities for LPL-affiliated advisors....more
WealthManagement.com • October 4, 2023
AdvisorEngine CEO on Evaluating Technology for RIAs
Rich Cancro, CEO of AdvisorEngine, participated in an RIA CEO panel discussing how firms evaluate and select technology. He emphasized the importance of integration, user experience, and how technology like Junxure CRM within the AdvisorEngine platform can help RIAs scale their business and improve client engagement by providing a unified view of client data and interactions....more
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