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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.
Description
Budgeting is the first step to building wealth. Without a clear tracking system, expenses can slip through the net and financial goals remain out of reach.
Waleeto allows you to take control of your finances by tracking your expenses, optimizing your budget and guiding you toward long-term financial success, no matter how many currencies that you deal with.
Track, Save and Grow Your Wealth
Smart Expense tracking: Automatically categorize purchases, visualize spending patterns and reduce unnecessary costs.
- AI-Powered budgeting: Set up personalized budgets, and receive smart insights so you can stay on track.
- Long-Term Planning: Get clear reports of income, expenses and savings so you can make informed decisions about your money.
- Multi-Currency: Manage global finances through real-time updates on exchange rates and seamless international tracking.
Financial clarity is the key to building wealth. Waleeto can help you master your money today!
API Access
Has API
API Access
Has API
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Integrations
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Integrations
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Pricing Details
$200/year
Free Trial
Free Version
Pricing Details
$0
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
Smartine Inc.
Founded
2025
Country
United States
Website
nauma.ai/
Vendor Details
Company Name
Waleeto
Founded
2025
Website
waleeto.com
