No. 36 of 81 ·Portfolio Management Software

Juniper Square

Web · Android · iPhone · API

Freedom report

Two barsScore 6.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Juniper Square is ranked #36 of 81 in portfolio management software on Freedom251, made by Juniper Square (No single physical headquarters; office in San Francisco). It runs on Android, API, iOS, Web.

Compared on portfolio management software

Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes
Mobile app: Yes

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The record

Product: Juniper Square is a fund operating system combining software, data, and fund administration services for private markets firms.
Core workflows: Its platform connects investor relationships, fundraising, onboarding, fund accounting, treasury, compliance, and reporting.
Applications: The platform includes CRM, investor onboarding, an investor portal, investor reporting, and fund analytics.
Investor onboarding: Onboarding supports digital subscriptions, AML/KYC, and side letters.
Integrations: Pre-built integrations include HubSpot, Preqin, Outlook, DocuSign, Yardi IM, Yardi Voyager, and Lob.
API: Juniper Square provides a developer API with read and write coverage across investor data, fund accounting, payments, compliance, and reporting.
Security: Juniper Square says it conducts annual SOC 1 Type 2 and SOC 2 Type 2 assessments and routine third-party penetration testing.
Encryption and access: Data is encrypted at rest using 256-bit AES and in transit using TLS; security features include two-factor authentication, role-based permissions, and audit logging.
Support: The company says its team helps customers get started with Headless GPX and developer API integrations.
Pricing: The public compare-plans page directs visitors to contact sales or book a demo and does not state a subscription price.
Audience: Juniper Square identifies private equity, real estate, venture capital, fund of funds, and private credit among the asset classes it serves.
Purpose: Juniper Square connects software, data, and fund administration services to help private markets firms manage fund operations and investor relationships.
Investor CRM: Its AI CRM helps investor relations teams manage investor and prospect profiles, communication histories, investment records, and fundraising activity.
Investor reporting: The platform provides investor reporting as part of its connected fund operations offering.

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#36 of 81
Best Fund Administration Software in 2026#3 of 30
Best Investment Accounting Software in 2026#4 of 28
Best Investor Relationship Management Software in 2026#4 of 25

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Sources

junipersquare.com/company· checked 3 Oct 2026
junipersquare.com/gpx· checked 3 Oct 2026
junipersquare.com/platform/apis-and-integrations· checked 3 Oct 2026
junipersquare.com/security-compliance· checked 3 Oct 2026
junipersquare.com/solutions/compare-plans· checked 3 Oct 2026
junipersquare.com/platform/ai-crm· checked 4 Oct 2026
junipersquare.com/platform· checked 4 Oct 2026
junipersquare.com/gpx/junie-ai· checked 4 Oct 2026
junipersquare.com· checked 4 Oct 2026