Insights

Rapid Funding Growth SUMA Wealth has recently secured significant funding rounds, including a $7 million investment to advance AI-driven financial tools, indicating strong investor confidence and potential capital for expanding product offerings and customer outreach.

Targeted Market Focus With a clear focus on U.S. Latino youth and entrepreneurs, SUMA Wealth presents opportunities to develop tailored financial solutions, partnerships, and educational content that resonate deeply within this community, fostering loyalty and increasing adoption.

Strategic Acquisitions The acquisition of Reel and hiring of industry leaders like Daniela Corrente suggest an aggressive growth strategy and the potential for integrated platforms or cross-promotional opportunities to enhance service delivery and user engagement.

Technology Utilization SUMA’s utilization of advanced technology stacks such as AI, NFTs, and culturally relevant digital content opens avenues for innovative product development, partnerships with fintech and Web3 companies, and expansion into the emerging digital assets space.

Revenue Potential With reported revenues between $10M and $25M and a focused community-driven approach, SUMA Wealth offers opportunities for scale-up collaborations, custom financial products, and marketing alignments aimed at growing customer base within the Latino demographic.

SUMA Wealth Tech Stack

SUMA Wealth uses 8 technology products and services including AudioEye, LiteSpeed Cache, MySQL, and more. Explore SUMA Wealth's tech stack below.

  • AudioEye
    Accessibility
  • LiteSpeed Cache
    Caching
  • MySQL
    Database
  • HubSpot
    Marketing Automation
  • Elementor
    Page Builders
  • PHP
    Programming Languages
  • Smash Balloon Instagram Feed
    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

Where is SUMA Wealth's headquarters located?

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SUMA Wealth's main headquarters is located at Los Angeles, California United States. The company has employees across 5 continents, including North AmericaAfricaSouth America.

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.

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 April 2026, SUMA Wealth has approximately 43 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.Product Marketing Manager: H. D.. 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 AudioEyeLiteSpeed CacheMySQLHubSpotElementorPHPSmash Balloon Instagram FeedContact 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 April 2026, SUMA Wealth has raised $1.8M in funding. The last funding round occurred on Oct 05, 2024 for $1.8M.

When was SUMA Wealth founded?

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SUMA Wealth was founded in 2020.

SUMA Wealth

Financial ServicesCalifornia, United States11-50 Employees

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

SUMA's innovative approach deploys technology to build financial tools that are engaging, culturally relevant, and useful to the community. SUMA also creates user-centric content and brand-based experiences that inspire, inform and empower the community to build wealth and control their financial future.

Section iconCompany Overview

Headquarters
Los Angeles, California United States
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $1.8M

    SUMA Wealth has raised a total of $1.8M of funding over 4 rounds. Their latest funding round was raised on Oct 05, 2024 in the amount of $1.8M.

  • $10M$25M

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

Section iconFunding & Financials

  • $1.8M

    SUMA Wealth has raised a total of $1.8M of funding over 4 rounds. Their latest funding round was raised on Oct 05, 2024 in the amount of $1.8M.

  • $10M$25M

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

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