Two industry innovators. Joining forces.

Over the last twenty years, Junxure’s CRM software has helped financial advisors deepen client relationships and run better businesses. The company has exemplified the phrase ‘by advisors, for advisors‘ – earning a 98% satisfaction rate across 12,000 passionate financial advisors and operations leaders.

Junxure joined forces with AdvisorEngine in January 2018. We are building powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.  We come into the office every morning with a goal of creating the future of financial advice. 

We are making new hires across our offices in New York and Raleigh; investing significant resources to further enhance Junxure’s capabilities; and deepening third-party integrations within our ecosystem, including partnerships with other leading CRM providers.

By working with forward-thinking advisors, we are creating the future of financial advice – one that is personal, scientific and beautiful.


Learn about our leadership