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
Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Tech professionals
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Audience
Individuals, employees with employer-sponsored retirement plans, investors, and households looking for tools to track finances, reduce investment fees, and plan more effectively for retirement
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$200/year
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSmartine Inc.
Founded: 2025
United States
nauma.ai/
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Company InformationPlootus
Founded: 2017
United States
www.plootus.com
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Integrations
No info available.
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Integrations
No info available.
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