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
Upgrade is a neobank offering a suite of financial products designed to simplify and enhance everyday money management. Its offerings include personal loans, credit cards, a hybrid credit card/loan product called OneCard, and high-yield checking and savings accounts. Upgrade’s account provides up to 2% cash back on select everyday expenses when customers set up direct deposits of $1,000 or more, along with no monthly fees, early direct deposit, and access to a nationwide fee-free ATM network. Additionally, customers can pair this account with a performance savings account to earn up to 4.02% APY. Upgrade’s OneCard offers the flexibility to pay for purchases immediately or over time, with up to 3% cash back on select categories. The company also provides personal loans up to $50,000 with fixed rates and credit lines ranging from $500 to $25,000.
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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
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Tech professionals
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Audience
Individuals requiring a soluion providing personal loans, credit cards, and high-yield checking and savings accounts
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
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 Videos |
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Pricing
$200/year
Free Version
Not Supported
Free Trial
Supported
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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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
Supported
Live Online
Supported
In Person
Supported
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Company InformationSmartine Inc.
Founded: 2025
United States
nauma.ai/
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Company InformationUpgrade
Founded: 2016
United States
www.upgrade.com
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Integrations
No info available.
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Integrations
No info available.
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