NaumaSmartine Inc.
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NeontraTXIO
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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.
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About
Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future.
How we are different:
Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future
Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances
Expense Explorer — a deep-dive into your spending that helps you identify new ways to save
Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand.
Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Tech professionals
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Audience
Individuals and families that want inexpensive/free online tools to manage their money and finances.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$200/year
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSmartine Inc.
Founded: 2025
United States
nauma.ai/
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Company InformationTXIO
Founded: 2007
Canada
www.txio.ca
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Integrations
Flinks
Plaid
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