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Jan 24, 2023 · Golding was co-creator of the venerable Junxure customer relationship management software with his longtime friend and collaborator Greg Friedman. The software’s first iteration rolled out in...
- Davis Janowski
Aug 23, 2023 · Greg Friedman Editor’s note: In his three-decade career in the financial services industry, Greg Friedman, 62, co-founder of Private Ocean Wealth Management and CRM company Junxure, has been a leader in transforming the culture and technology of investment advisory firms.
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Jan 9, 2018 · Financial Advisor Success Podcast with Greg Friedman of Private Ocean, on lessons from an advisory firm merger and launching your own advisor FinTech company.
Jan 24, 2023 · Golding founded Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors. January 24, 2023. By Ryan W. Neal. Ken Golding, co-founder of...
Jan 2, 2018 · Junxure employees will take on key leadership roles in the combined company. Greg Friedman will serve as a strategic advisor and speak at AdvisorEngine workshops around the country.
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to streamline operations at his growing firm. Today, Junxure is an industry leader of advisor CRM with more than 12,000 active users and a client retention rate of 96%. 0719-93C0.
Dec 19, 2017 · Greg Friedman is president of both Junxure, the industry-leading CRM solution and technology provider for financial advisors, and Private Ocean, an innovative West Coast wealth management...
