NaumaSmartine Inc.
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Related Products
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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
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.
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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
Financial advisors in need of a tool to align client portfolios with individual risk tolerances, streamline investment research, and enhance client engagement
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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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Screenshots and Videos |
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Pricing
$200/year
Free Version
Free Trial
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Pricing
$1,188 per year
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 InformationNitrogen
Founded: 2011
United States
nitrogenwealth.com
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Alternatives |
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Categories |
Categories |
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Integrations
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
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Integrations
AdvisorEngine
Altruist
Asset-Map
Black Diamond Wealth Platform
Blueleaf
Charles Schwab
CircleBlack
FP Alpha
Fidelity
Morningstar
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