NaumaSmartine Inc.
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About
Tired of one-size-fits-all investing?
Fulfilled gives you a private-bank experience without moving a dollar.
In seconds, we craft a fully tailored financial plan and investment portfolio, powered by the institutional research the ultra-rich rely on, and we keep it updated as your life changes.
Your money stays right where it is. We show you exactly what to invest in and why, with zero bias and total transparency.
Get early access and start investing like you’re already rich.
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About
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 portfolios spread across multiple accounts.
Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms.
With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
High-income millennials seeking personalized investment advice, Affluent professionals who want institutional-quality research, DIY investors looking for sophisticated portfolio guidance, Tech-savvy individuals who prefer digital financial planning, Middle-to-upper income earners aspiring to wealth-building strategies
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Audience
Tech professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$200/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFulfilled
Founded: 2025
United States
www.fulfilledwealth.co
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Company InformationSmartine Inc.
Founded: 2025
United States
nauma.ai/
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Integrations
No info available.
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Integrations
No info available.
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