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Suma Wealth logo — SUMA Wealth is the leading financial technology company devo...

Suma Wealth

SUMA Wealth is the leading financial technology company devoted to increasing prosperity for young, U.S. Latinos.

Founded 2020 United States Los Angeles, United States 44 employees Seed Total: $5.50M Finance, Financial Services +1

General Information

Company Name Suma Wealth
Founded Year 2020
Location United States Los Angeles, United States +1
Employees 44
Industries Finance, Financial Services, Fintech
Funding Stage Seed
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About Suma Wealth

Suma Wealth is a 2020-founded financial technology company that is dedicated to increasing prosperity, opportunity, and financial inclusion for young, U.S. Latinos. Their innovative approach involves deploying technology to build engaging, culturally relevant, and useful financial tools tailored to the community. Additionally, SUMA Wealth creates user-centric content and brand-based experiences that inspire, inform, and empower the community to build wealth and control their financial future. The company has recently secured a substantial $2.20M Venture Round investment on 06 February 2024 from a consortium of notable investors including Chingona Ventures, Ulu Ventures, VamosVentures, Female Founders Fund, Radicle Impact, OVO Fund, and the American Heart Association. Operating within the Finance, Financial Services, and Fintech industries, Suma Wealth's commitment to addressing the unique financial needs of young U.S. Latinos positions it as a significant player in financial technology, with a promising trajectory for growth and impact.

Taxonomy: FinTech, Latinx community, financial tools, digital media, financial inclusion, wealth building, user-centric, cultural relevance, virtual experiences, financial wellness, prosperity, opportunity

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 7
Investor Investor Investor Investor Investor Investor
•••• •••• 		06 Feb 2024
Pre Seed Round •••••• 3 •••• •••• 12 Oct 2021
Pre Seed Round •••••• - 19 Oct 2020

Suma Wealth Alternatives & Competitors

Suma Wealth vs
FINETIKS
FINETIKS Indonesia

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Suma Wealth vs
Fortnum
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Suma Wealth vs
Noble Wealth Financial Inc.
Noble Wealth Financial Inc. Canada

Providing our clients with life & health insurance and financial security through our financial plan...

2 employees
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Compare Suma Wealth vs Noble Wealth Financial Inc.

FAQ About Suma Wealth

SUMA Wealth is the leading financial technology company devoted to increasing prosperity for young, U.S. Latinos.
Suma Wealth was founded in 2020.
Suma Wealth is headquartered in Los Angeles, United States.
Suma Wealth operates in the following industries: Finance, Financial Services, Fintech.
Suma Wealth has approximately 44 employees.
Suma Wealth has completed 3 funding rounds, raising a total of $5.50M. The latest funding stage is Seed.
Top alternatives and competitors to Suma Wealth include FINETIKS, Fortnum, Noble Wealth Financial Inc., Networth Nurse, Propelle. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Suma Wealth and FINETIKS are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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