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Average Ratings 0 Ratings

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features
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support

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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

Peek is an innovative personal finance platform that leverages artificial intelligence to assist users in monitoring, managing, and increasing their net worth through tailored advice and insights. In contrast to conventional finance applications that merely display raw data, Peek emphasizes practical recommendations and coaching based on user behavior. It includes features like AI-driven check-ins that evaluate spending and saving patterns, comparisons with peers, and support for setting financial goals. The platform strives to simplify financial management by offering straightforward, guilt-free prompts and visual tracking of progress. Additionally, Peek is designed as a mobile app and is presently available to users connected with financial institutions in the United States, ensuring a seamless experience for individuals aiming to enhance their financial well-being. Ultimately, Peek's user-centric approach makes it a valuable tool for anyone looking to improve their financial literacy and achieve their financial aspirations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$200/year
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Smartine Inc.

Founded

2025

Country

United States

Website

nauma.ai/

Vendor Details

Company Name

Peek

Country

United States

Website

peek.money/

Product Features

Product Features

Alternatives

Alternatives