Personal Financial Planning Software for Tech Professionals

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.

Nauma provides both a DIY path for self-directed planners and a Guided path for those who want extra support. The result: clarity, confidence, and control—without spreadsheets, gatekeepers, or oversized fees.
Smartine Inc.
2025
United States
2 Industries
1 Language
Industries
  • Financial-services
  • Information-technology-services
Licensing & Deployment
Support
  • Email
  • Chat
  • 24x7 Support
Training
  • Webinar
  • Documentation

Nauma Core Features

Focus of Financial Planning Feature
  • Accounting Integration
  • Budgeting & Forecasting
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Revenue Recognition
  • Risk Management
  • AI Features

Nauma Pricing

Pricing Type
  • Flat Rate
Preferred Currency
  • USD ($)
Free Version
  • Yes
Payment Frequency
  • Annual Subscription

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