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FP Transitions vs Junxure

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FP TransitionsSuccession Planning

JunxureFinancial Advisory Practice

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Overview

Focus

Succession Planning

Financial Advisory Practice

Product

Succession planning and M&A platform for financial advisors

CRM and practice management platform by AssetMark for financial advisors with workflow and document management.

Website

Headquarters

Lake Oswego, Oregon

Raleigh, North Carolina

Company size

51-200 employees

Founded

1999

1997

Pricing details

Source updated

Oct 29, 2026

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