Nauma

Nauma

Smartine Inc.
+
+

Related Products

  • Monarch Money
    5 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Encompassing Visions
    13 Ratings
    Visit Website
  • Everstage
    3,589 Ratings
    Visit Website
  • MLM Soft
    17 Ratings
    Visit Website
  • CompAccelerator
    29 Ratings
    Visit Website
  • MASV
    88 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website

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.

About

OptiVault is an AI-powered personal financial advisor app for iOS that helps users automate financial planning, optimize spending, and grow their net worth by securely syncing bank accounts, credit cards, and crypto wallets via Plaid with bank-grade 256-bit encryption and read-only access; once connected, the AI performs an instant comprehensive financial health analysis, detects wasted subscriptions and abnormal spending patterns, categorizes transactions automatically, and adjusts daily budgets without manual entry, while providing smart budgeting, net worth tracking with projection charts, automated savings transfers, and retirement planning tools. The AI scans for “vampire costs,” highlights saving opportunities, and creates a personalized roadmap toward financial goals such as emergency funds or a house, complemented by expert AI support with instant responses to questions about crypto, taxes, or budgeting.

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

Tech professionals

Audience

Individuals looking for a mobile AI financial advisor to manage money, automate budgets, and improve financial health

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

Pricing

$200/year
Free Version
Free Trial

Pricing

Free
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

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

Review this Software

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

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

Company Information

OptiVault
United States
optivault.co

Alternatives

Alternatives

Wealthi

Wealthi

Wealthi AI
Gains App

Gains App

Gains Money App Ltd

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Nauma and update features and information
Claim Nauma and update features and information
Claim OptiVault and update features and information
Claim OptiVault and update features and information