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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 LearnLux?

At LearnLux, we aim to establish a reality where financial planning is accessible to everyone. We realize this vision by providing employees with expert financial advice for both everyday financial decisions and significant life events. Our digital platform, along with our team of Certified Financial Plannerâ„¢ professionals, delivers comprehensive, fiduciary financial advice to individuals at every stage of their lives, emphasizing inclusivity for all ages, locations, economic statuses, and genders. Additionally, we expand our mission by collaborating with leading companies worldwide to provide meaningful benefits that empower employees to perform at their best, knowing their finances are in good hands. Ultimately, our goal is to foster a community where financial security is a shared priority.

Media

No images available

Media

Integrations Supported

Xoxoday

Integrations Supported

Xoxoday

API Availability

Has API

API Availability

Has API

Pricing Information

$200/year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

LearnLux

Date Founded

2014

Company Location

United States

Company Website

learnlux.com

Categories and Features

Categories and Features

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Popular Alternatives

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