Insights

Latino Market Focus SUMA Wealth targets U.S. Latinos for financial inclusion, suggesting solid opportunities to cross-sell financial tools, credit-building products, and wealth-building education tailored to this demographic.

AI Powered Tools Recent financing and stated AI enhancements indicate a push to develop AI-driven financial tools; potential upsell for advanced analytics, robo-advisory features, and personalized financial planning solutions.

Strategic Acquisitions Acquisition of Reel and integration of leadership from Reel into SUMA signals a growth trajectory and potential expansion into broader personal finance workflows and user onboarding automation.

Funding Momentum Multiple funding rounds totaling several million dollars demonstrate investor confidence and capacity for scaled product development, enabling enterprise-grade integrations and channel partnerships.

Education & Engagement Focus on engaging, culturally relevant content aligns with opportunities to offer sponsored financial literacy programs, branded content partnerships, and community-driven marketing collaborations.

SUMA Wealth Tech Stack

SUMA Wealth uses 8 technology products and services including Trident AB, Cloudflare DNS, ActiveCampaign, and more. Explore SUMA Wealth's tech stack below.

  • Trident AB
    A/B Testing
  • Cloudflare DNS
    Domain Name Services
  • ActiveCampaign
    Marketing Automation
  • LinkedIn
    Online Community Software
  • Elementor
    Page Builders
  • Adobe Fonts
    Web Fonts
  • Popup Maker
    Web Platform Extensions
  • Contact Form 7
    Web Platform Extensions

Media & News

SUMA Wealth's Email Address Formats

SUMA Wealth uses at least 1 format(s):
SUMA Wealth Email FormatsExamplePercentage
First@sumawealth.comJohn@sumawealth.com
100%

Frequently Asked Questions

What is SUMA Wealth's official website and social media links?

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SUMA Wealth's official website is sumawealth.com and has social profiles on LinkedInCrunchbase.

How much revenue does SUMA Wealth generate?

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As of July 2026, SUMA Wealth's annual revenue is estimated to be $10M - $25M.

What is SUMA Wealth's NAICS code?

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SUMA Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does SUMA Wealth have currently?

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As of July 2026, SUMA Wealth has approximately 41 employees across 5 continents, including North AmericaAfricaSouth America. Key team members include Head Of Community Relations: F. G.Director Of Experience Design And Strategy: J. W.Account Manager: M. Z.. Explore SUMA Wealth's employee directory with LeadIQ.

What industry does SUMA Wealth belong to?

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SUMA Wealth operates in the Financial Services industry.

What technology does SUMA Wealth use?

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SUMA Wealth's tech stack includes Trident ABCloudflare DNSActiveCampaignLinkedInElementorAdobe FontsPopup MakerContact Form 7.

What is SUMA Wealth's email format?

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SUMA Wealth's email format typically follows the pattern of First@sumawealth.com. Find more SUMA Wealth email formats with LeadIQ.

How much funding has SUMA Wealth raised to date?

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As of July 2026, SUMA Wealth has raised $14M in funding. The last funding round occurred on Nov 25, 2025 for $1.8M.

When was SUMA Wealth founded?

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SUMA Wealth was founded in 2020.
SUMA Wealth logo

SUMA Wealth

Financial ServicesCalifornia, United States11-50 Employees

SUMA Wealth is a financial services company based in Los Angeles, California, focused on building financial technology aimed at increasing prosperity and financial inclusion for young U.S. Latinos. Its products and services are designed to be engaging and culturally relevant, with user-centric content and brand experiences intended to help the community build wealth and take control of their financial future. The company targets Latino youth and aims to address gaps in financial literacy and access to practical tools, integrating technology to create resources that support financial growth. SUMA positions itself within the fintech space by combining wealth-building tools with culturally targeted content, seeking to empower a specific demographic through accessible, community-oriented financial solutions. Founded and operating in the Los Angeles area, the firm emphasizes a mission-driven approach to expanding financial opportunity for a community that traditional financial services may underserved. } }**

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $14M

    SUMA Wealth has raised a total of $14M of funding over 8 rounds. Their latest funding round was raised on Nov 25, 2025 in the amount of $1.8Mas a series_unknown.

  • $10M - $25M

    SUMA Wealth's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $14M

    SUMA Wealth has raised a total of $14M of funding over 8 rounds. Their latest funding round was raised on Nov 25, 2025 in the amount of $1.8Mas a series_unknown.

  • $10M - $25M

    SUMA Wealth's revenue is estimated to be in the range of $10M - $25M

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