Loading
Loading...Nummata is a new way to invest that removes the traditional advisor commission structure out of the process and replaces fees with algorithm-driven investing strategy that continually restructures your portfolio for maximum return based on your risk profile. The system never sleeps so you get the best in diversification, rebalancing and automating your retirement savings deposits.
Retirement is about small, disciplined behavior to save and invest over a long period of time. Nummata automates that process so that you can focus on other pressing issues AND rest assured that your retirement plan is covered.
We help you map the path to achieving your goals. You can even speak to a live financial advisor to help set your course.
We recommend a mix of investments that fit your timeline, risk level, age and income class. If you want to make your own adjustments, you can customize the plan as well.
Setup a one-time or recurring funding plan to reach your goals.
Nummata helps you understand the commitment involved and tracks your progress each stage of the way. Watch your investments grow as you invest in your goals.
Take back control of your own investments.
Security and reliability from a brand you know and trust.
Nummata automatically adjusts your investments.
Our financial advisors are here when you need assistance.
“Nummata uses a sophisticated computer algorithm to keep your investment portfolio performing well, automates your contributions, and helps make trade and reallocation decisions easy based on your retirement goals and appetite for risk and reward.”
Nummata was designed to help you create and achieve your financial goals. We take complex risk analysis, investment strategy and advisory services and package it into a simple, easy to understand platform.
Set your goals and investment strategy.
Setup a recurring or one time deposit.
Nummata helps you maintain your investments.
Create a disciplined savings strategy for your retirement.
Access to both government and private investment options.
Massive buying power gives you access to institutional strategies.
Make retirement a priority with automatic investment deposits.
We’re here to help with picking the right plan that fits your goals.
Nummata advisors are here to help you every step of the way.
Your journey to retirement can begin today.
Backed by the security of Charles Schwab, take control of your financial future.
It’s your money. Keep more of it by eliminating commissions and fees.
Set an automatic funding plan to achieve your goals over time and make the most of your money.
Nummata helps you get started with retirement investing today so you no longer “wait” for things to happen.
Our Certified Financial Advisors bring decades of industry expertise to guide you through retirement investing. They advise clients on our investment strategy, portfolio design, tax planning, and retirement. Our goal is to help ensure that you’re invested in a low-cost, tax-efficient portfolio that gives you peace of mind and accelerates your retirement goal line.
Kickstart your investment in yourself and your future. Opening an account won’t affect your credit score.
Terms and Conditions Apply. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet Nummata’s requirements. Before investing, consider your investment objectives and Nummata's charges and expenses. Nummata's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Actual returns will vary and depend on personal and market conditions.
©2017 Nummata, LLC.