Planwell

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.Nauma provides both a DIY path for self-directed planners and a Guided path for those who want extra support. The result: clarity, confidence, and control—without spreadsheets, gatekeepers, or oversized fees.Disclaimier: Nauma is a technology platform, not a registered broker-dealer or registered investment adviser, and does not provide investment advice. Investing involves risk and investments may lose value. Past performance does not guarantee future results.

IntroductionSenseFi is an AI-powered personal finance app that helps users make sense of their finances. Key features include:AI-Powered Insights: Provides personalized financial advice and recommendations based on your spending habits.Budgeting Tools: Helps you create and stick to a budget that works for you.Financial Tracking: AI-assisted tracking of your income, expenses, and investments in one place.Ideal for:Individuals looking to improve their financial literacy.People who want to automate their budgeting and easier financial tracking.Users seeking personalized financial advice.SenseFi uses AI to provide a more intuitive and personalized approach to personal finance management, making it easier for anyone to take control of their financial future.

AI expense tracker and finance manager that automatically tracks income and expenses without bank connections. Key features include:AI receipt scanner: Auto-categorizes expenses from receipts, PDFs, or voice input.Subscription tracker: Automatically detects and manages forgotten recurring charges.Multi-currency support: Handles transactions in 166+ currencies with 99% OCR accuracy.Ideal for:Individuals seeking effortless personal finance managementFreelancers and small businesses needing simple expense trackingUsers who want to understand spending habits without manual entryGain complete financial clarity with this intelligent finance manager, offering a 15-day free trial.

RydePlan takes the stress out of car ownership with AI that shows what’s next, estimates costs, and stores all your service records in one place.Think Carfax + Mint + AI trained on your car and how you drive.Most drivers juggle dash lights, memory, manual tracking, or clunky apps. RydePlan replaces all that with one clean tool to save car owners time and money.RydePlan creates a personalized maintenance schedule, sends alerts, and helps you budget for expenses - giving you peace of mind. Perfect for busy professionals, first-time car owners, families, or anyone stressed out by car ownership and maintenance.Features- Maintenance Forecasts – See what’s coming based on mileage and history.- Cost Predictions – Estimate future maintenance expenses.- Smart Budgeting – Plan ahead with monthly car care goals.- Timely Reminders – Get email/calendar alerts.- AI Chat Assistant – Ask anything about car maintenance.- Service History – Log all past work in one organized place.

BankGPT is an AI-powered platform designed to automate financial document workflows for banks and enterprises. Key features include:Bank Statement Generator & Converter: Automatically extracts and converts bank statements into structured data.AI Invoice Generator & Scanner: Upload and process invoices in multiple formats.AI Receipt Scanner: Automates receipt data extraction.Ideal for:BanksAccounting firmsEnterprisesBankGPT streamlines financial document processing, saving time and improving accuracy.

Portfolio Genius is an AI-powered investment advisor that transforms how you manage your portfolio.Intelligent Recommendations: The AI analyzes markets, news, and your holdings to generate trade suggestions with detailed reasoning for each buy, sell, or hold.Multi-Model Flexibility: Choose from GPT, Claude, or Gemini—pick the AI that matches your investment style.Automated or Manual: Review suggestions and execute manually, or enable auto-trading to act on your behalf.Conversational Interface: Chat with your AI advisor in natural language. Ask questions, request analysis, or discuss strategies.Portfolio Tracking: Monitor positions, trades, and performance in one dashboard. Manage multiple portfolios with different strategies.Ideal for individual investors, busy professionals, beginners, and experienced traders wanting AI-backed insights.