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.
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Pricing
Starting Price:
$200/year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Smartine Inc.
Founded: 2025
United States
nauma.ai/
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Product Details
Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Online
