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Indyfin vs Junxure

People

IndyfinFinancial Advisory Practice

JunxureFinancial Advisory Practice

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Financial Advisory Practice

Overview

Focus

Financial Advisory Practice

Product

Client acquisition platform for financial advisors.

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

Website

Headquarters

Dallas, Texas

Raleigh, North Carolina

Company size

11-50 employees

51-200 employees

Founded

2018

1997

Pricing details

Source updated

Oct 29, 2026

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