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Nauma provides personal financial planning software tailored for individuals with complex portfolios, including concentrated equity positions and varied compensation structures. The platform aggregates accounts to offer unified net worth tracking, cashflow projections, and goal calculators. Users gain clarity on investment alignment and income tax analytics to confidently manage long-term financial objectives.
Updated 2 months ago
Funding
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Product
Features
- Nauma provides personal financial planning software tailored for individuals with complex portfolios, including concentrated equity positions and varied compensation structures. The platform aggregates accounts to offer unified net worth tracking, cashflow projections, and goal calculators. Users gain clarity on investment alignment and income tax analytics to confidently manage long-term financial objectives.