Product Information
What is 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 investment portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on assets under management (AUM), Nauma delivers fiduciary-quality guidance at an extremely low cost through technology. The name 'Nauma' ('No AUM') reflects the company's mission to eliminate biased asset-gathering models and empower people to plan on their own terms. With Nauma, users can model major life decisions (e.g., taking a sabbatical, buying a home, or retiring early), understand the implications of RSUs and capital gains taxes, and view their entire financial picture in one place. Beyond advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges. Nauma provides both a self-directed DIY path for planners and a guided path for those needing extra support. The result: clarity, confidence, and control—no spreadsheets, gatekeepers, or exorbitant fees required.
How to use Nauma?
Nauma is a financial planning platform designed for tech professionals and their families, helping them manage equity compensation, high taxes, and complex investment portfolios while offering low-cost, technology-driven professional guidance.
Core Functions of Nauma
Cash Flow Analysis
Multi-Account Support
Bank Integration
Cloud Sync
End-to-End Encryption
Dark Mode
Usage Scenarios of Nauma
- Plan major life decisions such as vacations, home purchases, or early retirement.
- Understand the tax implications of Restricted Stock Units (RSUs) and capital gains.
- View complete financial status in one place.
- Conduct self-directed financial planning.
- Seek additional financial planning support.
Common Questions about Nauma
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