SenseFi

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.

Spenlys is an AI-powered personal finance tracker designed to help users manage their money effectively and achieve their financial goals. Key features include:AI Finance Assistant: Get personalized financial advice and insights through natural language conversations.Expense Tracking: Categorize transactions automatically for better spending analysis and insights.Income Tracking: Track salary, freelance income, and passive income sources in one place.Savings Focus: Identifies opportunities to increase savings and achieve financial targets.Ideal for:Individuals looking to improve their financial literacy.Freelancers and gig workers needing to track income and expenses.Anyone seeking personalized financial advice and insights.Spenlys combines expense tracking with AI-powered financial advice, making it easier than ever to understand your spending habits and make informed financial decisions.

Planwell is a financial decision engine built on rigorous planning algorithms that connects all your financial decisions into one complete picture. Run what-if scenarios and find answers to questions such as:Can I retire earlywhile buying a bigger home? Can I go part-time to care for kids?Can I fund 100% of my kids' college while retiring early? Or what is the maximum I can fund?Find your financial sweet spot. Create personalized financial plans for major goals such as home buying, college savings, travel, and retirement and make tradeoffs between goals. Ideal for:Individuals seeking to manage personal financesFamilies planning for future expensesAnyone looking to achieve specific financial goalsTake control of your financial future with your AI financial advisor Planwell.

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.