Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website
  • CompUp Reviews & Ratings
    66 Ratings
    Company Website
  • Paccurate Reviews & Ratings
    11 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website
  • Encompassing Visions Reviews & Ratings
    13 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,251 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Anaplan Reviews & Ratings
    761 Ratings
    Company Website
  • Air Reviews & Ratings
    738 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,130 Ratings
    Company Website

What is Nauma?

Nauma is an innovative financial planning platform tailored for technology professionals and their families, helping them effectively manage equity compensation, concentrated stock holdings, high tax burdens, and complex portfolios distributed across multiple accounts. In contrast to traditional financial advisors who typically charge substantial fees based on Assets Under Management (AUM), Nauma delivers fiduciary-level advice through advanced technology at a much lower cost. The term "Nauma," which means "No AUM," reflects the company's dedication to breaking down biased, asset-centric models and empowering clients to plan according to their individual needs. Users can explore various significant life decisions—such as taking a sabbatical, buying a home, or retiring early—while also understanding the tax implications tied to RSUs and capital gains. Additionally, Nauma integrates users' complete financial situation into a single, user-friendly platform, improving their financial literacy and decision-making capabilities. Beyond its advanced planning features, Nauma nurtures an active community where users can participate in live Q&A sessions and connect with others facing similar financial challenges. This comprehensive strategy not only encourages informed financial planning but also fosters a sense of community and support among its users. By providing these resources, Nauma aims to transform financial management into a collaborative and empowering experience.

What is Beem?

Beem is a groundbreaking financial technology application that offers users the ability to access emergency funds instantly with its distinctive Everdraftâ„¢ feature, which permits withdrawals between $10 and $1,000 without requiring credit checks, interest payments, income constraints, or specific repayment dates. In addition to providing cash advances, Beem enables fast money transfers, cost-effective tax filing services for both federal and state returns, and personalized financial insights to help users avoid unnecessary banking fees. The app also comes with crucial tools for tracking credit scores, safeguarding against identity theft, and exploring personal loan options, thus delivering a comprehensive approach to managing finances. With subscription plans starting at an affordable $2.47 per month, Beem provides flexible and secure solutions tailored to meet diverse financial needs. Furthermore, the platform's user-friendly interface and robust features make it an appealing choice for individuals looking to enhance their financial well-being. Ultimately, this app distinguishes itself by merging convenience with an extensive range of resources to empower users on their financial journeys.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$200/year
Free Trial Offered?
Free Version

Pricing Information

$0.99/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smartine Inc.

Date Founded

2025

Company Location

United States

Company Website

nauma.ai/

Company Facts

Organization Name

Beem

Date Founded

2020

Company Location

United States

Company Website

trybeem.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives