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Description
Fulfilled is an all-in-one financial platform focused on delivering personalized investment guidance and tailored financial plans to help users confidently grow their wealth. Through interactive calculators and elite investment strategies, users can visualize their financial journeys and create custom portfolios that align with their goals—all without transferring assets. Fulfilled offers flexible pricing plans, including a forever-free tier with one static portfolio and paid Pro plans featuring unlimited custom portfolios, automatic updates, and priority support. The platform stands out for its commitment to personalization, low fees, and ease of use, making sophisticated wealth management accessible to everyone. Customer testimonials highlight how Fulfilled removes money anxiety and fosters financial confidence with tailored strategies. With SEC registration and encrypted data protection, Fulfilled ensures users’ security and trust. The platform also provides expert support and direct access to founders for personalized assistance. Fulfilled aims to transform how individuals plan and invest for their financial futures.
Description
Nauma is a cutting-edge financial planning platform designed specifically for tech professionals and their families, assisting them in managing equity compensation, concentrated stock holdings, high tax liabilities, and intricate portfolios spread across various accounts. Unlike conventional financial advisors who impose hefty fees based on Assets Under Management (AUM), Nauma provides fiduciary-level guidance through innovative technology at a significantly reduced cost. The name "Nauma," which stands for "No AUM," embodies the firm's commitment to dismantling biased, asset-driven models and empowering individuals to strategize according to their unique circumstances. Users of Nauma can simulate significant life choices—ranging from taking a sabbatical to purchasing a home or opting for early retirement—while gaining insights into the tax consequences associated with RSUs and capital gains. Furthermore, Nauma consolidates users' entire financial landscape into one accessible platform, enhancing their understanding and decision-making. In addition to its sophisticated planning tools, Nauma fosters a vibrant community where users can engage in live Q&A sessions and connect with peers who are navigating similar financial hurdles. This holistic approach not only facilitates informed financial planning but also builds a supportive network for its users.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$200/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fulfilled
Founded
2025
Country
United States
Website
www.fulfilledwealth.co
Vendor Details
Company Name
Smartine Inc.
Founded
2025
Country
United States
Website
nauma.ai/