Advisor CRM founder Ken Golding dies at 62

Advisor CRM founder Ken Golding dies at 62
Golding founded Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors.
JAN 24, 2023

Ken Golding, co-founder of Junxure client relationship management software, has died at 62.

Reports of his death surfaced on social media Monday and have been confirmed by InvestmentNews with sources familiar to Golding. No cause or additional details have been provided, and Golding’s family has not yet made a statement.

“I just recently learned that Ken Golding has passed away,” said Joel Bruckenstein, an industry consultant and producer of the annual T3 advisor technology conference, on LinkedIn. “Ken was an industry pioneer who created the software that came to be known as Junxure CRM, now AdvisorEngine CRM. Thousands of advisors and hundreds of thousands of their clients benefited from Ken's efforts.”

Golding launched Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors. When Junxure was acquired by AdvisorEngine in 2018, the firm boasted 12,000 active users managing more than $600 billion in assets.

AdvisorEngine was acquired by Franklin Templeton in 2020, and in 2022 the company decided to retire the Junxure brand in favor of AdvisorEngine CRM.

After the acquisition, Golding stayed in touch with many of the team at AdvisorEngine, said CEO Rich Cancro in a statement.

“So many AdvisorEngine employees have very personal stories to tell about Ken. In every anecdote, what comes up again and again is how supportive he was and how much he cared about his colleagues, the product, and the clients,” Cancro said. “He will be remembered for his camaraderie, and I hope he will be remembered for his contribution to fintech.”

AdvisorEngine is one of the top 10 FINRA-compliant client management software for RIAs. Read more here.

Latest News

Mariner runs $35 million tab on AI workforce
Mariner runs $35 million tab on AI workforce

The mega-RIA's Humanity Labs deal aims to free advisors from back-office work, costing $50,000 per year for each of the 700 bots that make up Mariner's AI workforce.

Texas RIA and founder in hot water over crypto-backed model portfolio
Texas RIA and founder in hot water over crypto-backed model portfolio

Washington State plans to fine the firm and its founder a combined $80,000.

Investors accuse First National Realty Partners of fraud in $9.5m suit
Investors accuse First National Realty Partners of fraud in $9.5m suit

The complaint points to a $2 billion firm, unlicensed sellers, and suspended distributions.

FINRA reelects Curtis as chair, adds small-firm voice in Gettenberg
FINRA reelects Curtis as chair, adds small-firm voice in Gettenberg

Board of Governors picks reflect push for balanced large- and small-firm input

F2 Strategy buys Toronto's Intelligo Partners to deepen Canadian footprint
F2 Strategy buys Toronto's Intelligo Partners to deepen Canadian footprint

Deal adds investment platform implementation expertise as F2 builds out North American reach.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income