GlidePath Money

GlidePath Money

QuickTech LLC
Nauma

Nauma

Smartine Inc.
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About

GlidePath Money is a local-first desktop app for planning personal and small-business finances: net worth, cash flow, retirement Monte Carlo projections, Social Security scenarios, Roth-conversion and tax-bracket planning, ACA subsidy estimates, and debt payoff, plus a full small-business side (Schedule C, invoices and estimates, depreciation, mileage, and an accountant export pack). The defining choice is no bank aggregator: you import your own CSV or PDF statements, no cloud account is needed, and by default nothing leaves your machine - only opt-in features (encrypted phone sync, ticker-symbol price look-ups, the Glide explainer) ever send anything, and even then your balances stay on your device. Every figure shows its assumptions and the math behind it. It's a desktop license: the version you buy is yours to keep with no required subscription; an optional yearly plan covers updates and new tax rules. Windows, macOS, and Linux.

About

Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individuals doing their own personal-finance and retirement planning, and small-business owners / self-employed handling Schedule C - especially privacy-conscious users wanting a local-first, no-bank-aggregator tool.

Audience

Tech professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$129 (one-time)
Free Version
Free Trial

Pricing

$200/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuickTech LLC
Founded: 2019
United States
glidepathmoney.com

Company Information

Smartine Inc.
Founded: 2025
United States
nauma.ai/

Alternatives

Glide CMS

Glide CMS

Glide Publishing Platform

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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