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What is Nummata Investing?

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.

WHY NUMMATA?

Nummata makes retirement investing easy.

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.

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0.35% annual fee
$10,000 account = $35/yr
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Handpicked ETFs
by investment experts
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Portfolio tracking
and rebalancing

Define Goals

We help you map the path to achieving your goals. You can even speak to a live financial advisor to help set your course.

Pick Your Investment Mix

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.

Fund Your plan

Setup a one-time or recurring funding plan to reach your goals.

Track Your Progress

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.

Nummata is The Future of Investing

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Self-Service Investing

Take back control of your own investments.

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Powered by Charles Schwab

Security and reliability from a brand you know and trust.

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Automatic Rebalancing

Nummata automatically adjusts your investments.

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Professional Oversight

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.”

WHO IT'S FOR

Nummata is for those who want a sophisticated hands-off approach.

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.

How It Works

Sample Risk Allocations

Take Control Of Your Retirement In 15 Minutes.

01

Open Your Account

Set your goals and investment strategy.

02

Fund Your Plan

Setup a recurring or one time deposit.

03

Relax and Enjoy Life

Nummata helps you maintain your investments.

HOW IT HELPS

You deserve to live the retirement you want.

We want you to enjoy your retirement, not worry about it.

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Serious Savings

Create a disciplined savings strategy for your retirement.

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Federal + Private

Access to both government and private investment options.

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Exclusive Rates

Massive buying power gives you access to institutional strategies.

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Automatic Deposits

Make retirement a priority with automatic investment deposits.

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Investment Support

We’re here to help with picking the right plan that fits your goals.

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Expert Wealth Advisors

Nummata advisors are here to help you every step of the way.

HOW TO START

Get Started

Your journey to retirement can begin today.

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Invest Confidently

Backed by the security of Charles Schwab, take control of your financial future.

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Protect What You’ve Earned

It’s your money. Keep more of it by eliminating commissions and fees.

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Achieve Your Goals

Set an automatic funding plan to achieve your goals over time and make the most of your money.

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Defeat Procrastination

Nummata helps you get started with retirement investing today so you no longer “wait” for things to happen.

Access to a dedicated advisor

​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.

Get Started In Minutes

Kickstart your investment in yourself and your future. Opening an account won’t affect your credit score.