Audience
Tech professionals
About Nauma
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.
Other Popular Alternatives & Related Software
Cindrus
Cindrus is a web-based personal finance platform for individuals and households who want to understand their home loans and overall finances. Users can record mortgages and other loans, add assets, and view rates, payments, outstanding balances, and net worth together. Market-specific mortgage, refinancing, home-equity, and affordability calculators are available through local sites covering 17 countries, using local taxes, fees, and assumptions. Where official rate data is available, paid plans provide loan monitoring and rate alerts; coverage varies by market. Cindra, the in-product assistant, explains a user's figures and calculation assumptions in plain language, but does not recommend financial products. Cindrus offers a free account alongside paid plans and presents financial information rather than financial advice.
Learn more about Cindrus
Plootus
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.
Learn more about Plootus
Savvly
Savvly is an innovative retirement solution designed to provide lifelong financial security with simplicity and peace of mind. Its unique dual-account model ensures consistent income until age 80 and continued protection beyond, offering a reliable solution for those who fear outliving their savings. With a low entry cost starting under $150, Savvly makes financial security accessible for everyone, from go-getters and early adopters to those new to financial planning. Unlike traditional retirement plans that often fall short, Savvly is built to adapt to the realities of longer lifespans, offering a streamlined, “retirement in a box” experience. It empowers users to secure their financial future without complexity or high costs, making retirement planning simple, efficient, and effective. Whether you’re just starting to save or looking for a comprehensive retirement strategy, Savvly offers a stress-free, reliable path to lifelong financial security.
Learn more about Savvly
LearnLux
LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
Learn more about LearnLux
Pricing
Starting Price:
$200/year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Smartine Inc.
Founded: 2025
United States
nauma.ai/
Videos and Screen Captures
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Online
Nauma Frequently Asked Questions
Q: What kinds of users and organization types does Nauma work with?
Nauma works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Nauma support in their product?
Nauma supports these languages: English.
Q: What kind of support options does Nauma offer?
Nauma offers support via online.
Q: What type of training does Nauma provide?
Nauma provides training in the form of live online and webinars.
Q: Does Nauma offer a free trial?
Yes, Nauma offers a free trial.
Q: How much does Nauma cost?
Pricing for Nauma starts at $200/year.
