Suma Wealth
PrivateLast Round
Seed
Oct 1, 2024
Total Funding Raised
$9.3M
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 Comparables
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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 |
| Portfolia | Pre Seed |
| Radicle Impact Fund | Seed |
| Ulu Ventures | Pre Seed, 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.