Better financial health for everyone.
Juno Wealth gathers and organizes each household's information for you, so you can shape a plan around their goals and spend your time on the advice only you can give.
Give every client a clear path to their goals.
Retirement, college and whatever comes next: show clients where they stand and the choices that get them there.
Know where they stand
Show clients how likely they are to reach their goals, in good markets and bad.
Find the way forward
When a goal looks out of reach, explore the options and recommend the path that fits.
Help them keep more
Plan Social Security timing and withdrawals with taxes in mind.
Be fully prepared for every client meeting.
Have your client's full financial life in front of you, so the conversation is about them.
The full picture, ready when you are
See every account, cash flow, net worth, goal and next step in one place.
Advice you can stand behind
Trace every number and answer back to its source, so you can speak to clients with confidence and show compliance exactly where your advice came from.
Less admin. More time for the advice clients value.
Your time is better spent growing your clients' wealth than reconciling the records of it.
Every answer, when you need it
Ask about one client or all of your clients, and get answers you can confidently share.
All your client records, in one place
Keep client details, meetings and next steps in Juno Wealth, with no separate CRM to maintain.
Your clients trust you with everything. We built Juno Wealth to earn that trust.
We store client information in the United States on Google Cloud, one of the world's leading cloud platforms, whose security is independently audited against SOC 2 and ISO 27001. We are working toward our own SOC 2 certification.
Encrypted at every step
Statements, tax forms and client details are encrypted, both when they are saved and when they are sent over the internet.
Client records you won't lose
We back up your client records continuously, so they stay safe even after a mistake or an outage.
Never sold, never used to train AI
We do not sell your clients' information, and our AI does not learn from it. We enforce this on every request.
Questions & Answers
Priced to benefit you and your business.
Everything you need, free while we are in early access. After launch, it's $250 per advisor per month. RIAs with more than 20 planners or advisors can get a volume license.
Individual license
Financial planners and advisors
Free in early access
Then $250 /advisor/month after launch
Financial Planning
Cashflow Analysis
Scenario Modeling
AI Native & Prompt Driven
Document Analysis & Extraction
Household Management
Net Worth & Balance Sheet
Goals & Action Items
Volume license
RIAs with more than 20 planners or advisors
Talk to us
Everything in the individual license
Covers every planner and advisor in the firm
See what Juno Wealth could do for your clients.
Request early access and we'll walk you through preparing a financial plan.
We are still developing some features, and their timing may change. Financial planning and cash flow are in beta and can contain errors, so review their output before relying on it. Juno Wealth supports your work as an advisor and does not provide investment, tax or legal advice. Results vary and are not guaranteed.