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Zumma Financial

Zumma Financial

Private

Last Round

Pre Seed

May 30, 2023

Est. Valuation

$3M

Total Funding Raised

$1.8M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Zumma Financial is a financial software company that provides an autonomous finance platform for expense management, invoicing, and financial intelligence.

Sector

FinTech

Verticals

Accounting & Expense, NLP & Conversational AI, Workflow Automation, Personal Finance

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS

AI Layer

Application

Keywords

expense managementAI agentautomated invoicingfintechworkflow automationfinancial OSAI copilotSaaSCFDI invoicingaccounting automationconversational AIAPI infrastructureexpense trackingWhatsApp automationtax compliance

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Zumma Financial Comparables

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Zumma Financial comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Contalink
79%
Alegra
69%
Klar
67%

Zumma Financial Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Pre SeedMay 30, 2023

Zumma Financial Investors

Notable investors and investment history

Zumma Financial investors
InvestorRounds
Epic AngelsSeed
FerterSeed
Alamo AngelsSeed
Outside VCSeed
Addem CapitalSeed
WollefSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 21, 2026

    Web traffic grew 33% MoM (from 8.5K to 11.2K monthly visitors)

  • May 13, 2026

    Web traffic grew 120% MoM (from 9.4K to 20.7K monthly visitors)

Zumma Financial Filings

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Zumma Financial filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Zumma Financial's valuation, stock price, and market status.

Is Zumma Financial a public or private company?

Zumma Financial is a private company.

What is the current stock price of Zumma Financial?

Zumma Financial is a private company with no public stock price. Caplight tracks Zumma Financial's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Zumma Financial worth (valuation)?

Zumma Financial's valuation is estimated at $3.0M based on funding round data.

Can I buy Zumma Financial stock?

Zumma Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Zumma Financial's last funding round?

Zumma Financial's most recent funding round was Pre Seed on May 30, 2023.

Who are the main investors in Zumma Financial?

Key investors in Zumma Financial include Wollef.

Will Zumma Financial IPO soon?

No public IPO plans have been announced for Zumma Financial.

How can I track Zumma Financial secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Zumma Financial's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersMexico City
Employee Range9
Year Founded2022
Last FundingMay 30, 2023

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