About Juno Wealth
thenevercompany.ai Inc. makes Juno Wealth, a web app for financial planners, advisors and RIAs. Each client gets a Notebook that ties together sessions, contacts, documents and tasks. The software reconciles figures from client records, drafts follow-ups and points out which households need attention.
Navin Samuel is co-founder and chief executive officer. Bhupesh Chandra is co-founder and chief technology officer. The team is made up of former product managers and engineers from Google and Facebook who have built AI platforms. The company is based in Sacramento, California. Juno Wealth is free during early access and runs in a browser.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Oct 22, 2026 | Oct 29, 2026 | $200,000of $550K target | 3 | $66,667 | Simple Agreements for Future Equity (SAFEs)Rule 506(b) | Form D ↗ |
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Why Investors Backed Juno Wealth
thenevercompany.ai Inc. makes Juno Wealth, a web app for financial planners and RIAs. Each client gets one Notebook that holds sessions, contacts, documents and tasks. The software reads statements and exports, checks the figures against each other, and drafts routine follow-ups. It is free during early access and will become a paid service.
The problem it targets
A client's plan is usually spread across sessions, contacts, documents and a to-do list, often in as many different places. Statements, notes, emails and CRM records sit in separate systems and can disagree with each other. Juno Wealth's view is that planners spend their weeks putting that picture back together, and that most tools in this industry are built for a firm's operations team instead of the planner.
What the product does
The Notebook is the center of the app. Figures are read from PDF statements, custodial exports, intake forms and Google Drive documents, then checked against each other. The app gives prompts about which households need attention instead of dashboards. Planners write a rule once as a sentence, and the app then chases forms, files documents and drafts follow-ups. Planners can ask questions across their whole book in plain language, and each answer has its source document attached. The planner decides what the app sees, learns and may do.
Progress so far
Juno Wealth syncs both ways with Wealthbox, so the CRM stays the system of record. It also works with Google Drive, Jotform and custodial feeds. The individual license is free in early access, with no credit card needed. Users get at least 30 days' notice before any charge, and nobody is charged without agreeing to the price. RIAs with more than 20 planners or advisors can get a volume license.
We wrote this summary from public statements by Juno Wealth and its investors. It is not investment advice.
Leadership Team
Executive officers and directors listed on Juno Wealth's Form D filed Oct 29, 2026.
