Suma Wealth
PrivateLast Round
Seed
Oct 1, 2024
Total Funding Raised
$9.3M
Momentum Score
50 /100
Company Overview
Suma Wealth is a financial software company that provides a financial technology platform with culturally relevant content, tools, and experiences to help U.S. Latinos build wealth.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, NLP & Conversational AI, Subscription Commerce, Content Creation
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Suma Wealth Comps
Public and private peers based on sector, stage, and business model.
Suma Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 1, 2024 | ||||
| Seed | Feb 6, 2024 | ||||
| Pre Seed | Oct 12, 2021 | ||||
| Pre Seed | Oct 29, 2020 |
Suma Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Backstage Capital | Pre Seed |
| Kwanza Jones & José E. Feliciano Supercharged Initiative | Pre Seed |
| Commerce Ventures | Seed |
| Gaingels | Pre Seed |
| Ulu Ventures | Pre Seed, Seed |
| Acumen | Seed |
| ResilienceVC | Seed |
Suma Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Suma Wealth's valuation, stock price, and market status.
