Ratings and Reviews 9 Ratings
Ratings and Reviews 0 Ratings
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What is Neontra?
Neontra is a Canadian-developed online financial management tool that stands out as an exceptional resource for handling your finances. While it shares similarities with YNAB and Mint, our goal is to evolve into a reliable next-generation Personal Financial Assistant (PFA) that helps you navigate towards a more promising and secure financial future.
What sets us apart from the competition?
Neontra embraces a progressive approach by analyzing your past behavior to enhance goal-oriented financial planning and provide precise forecasts.
Experience tailored insights into your financial situation with features such as our Health Check, which offers a comprehensive evaluation of your finances.
Our Expense Explorer tool allows for an in-depth analysis of your spending habits, revealing opportunities for saving that you may have overlooked.
You have the flexibility to use Neontra as you prefer—connect your accounts for seamless updates or manually import your data for a more private experience.
Moreover, we are proud to be SOC2 Certified, meeting the highest AICPA standards for security, privacy, and confidentiality, ensuring the protection of your data while you focus on achieving your financial goals. With Neontra, you’re not just managing your money; you’re building a brighter financial future.
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.
Media
No images available
Integrations Supported
Flinks
Plaid
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$200/year
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
TXIO
Date Founded
2007
Company Location
Canada
Company Website
www.txio.ca
Company Facts
Organization Name
Smartine Inc.
Date Founded
2025
Company Location
United States
Company Website
nauma.ai/