Insights

Rapid Funding Growth Suma Wealth has secured multiple funding rounds totaling over 13 million dollars, indicating strong investor confidence and a rapidly expanding financial product portfolio focused on the Latino community.

Focused Market Niche The company's emphasis on culturally relevant financial tools and content for young U.S. Latinos presents a significant opportunity to tailor financial solutions that drive loyalty and increase market penetration within a historically underserved demographic.

Expansion via Acquisition The recent acquisition of Reel and appointment of a new CEO signals strategic growth, offering avenues for cross-selling financial literacy products and expanding digital engagement platforms in the Latino community.

Technology-Driven Engagement Utilizing a tech stack that includes AI-driven content and engaging digital tools positions Suma Wealth as a modern, innovative partner for financial institutions seeking to connect with diverse, tech-savvy youth segments.

Market Opportunity With an estimated revenue between 10 and 25 million dollars and a target focus on financial inclusion, Suma Wealth presents a compelling prospect for partnerships or integrations aimed at expanding financial access to underserved Latino youth populations.

Suma Wealth Tech Stack

Suma Wealth uses 8 technology products and services including AudioEye, AdRoll, Open Graph, and more. Explore Suma Wealth's tech stack below.

  • AudioEye
    Accessibility
  • AdRoll
    Advertising
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • Facebook Chat Plugin
    Live Chat
  • PHP
    Programming Languages
  • HSTS
    Security
  • Popup Maker
    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
50%
First@sumawealth.comJohn@sumawealth.com
50%

Frequently Asked Questions

Where is Suma Wealth's headquarters located?

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Suma Wealth's main headquarters is located at Los Angeles, US. The company has employees across 5 continents, including North AmericaSouth AmericaAfrica.

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 October 2025, Suma Wealth has approximately 40 employees across 5 continents, including North AmericaSouth AmericaAfrica. Key team members include Digital Marketing Manager: D. S.Product Manager: W. R.Senior Data Analyst: E. G.. 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 AudioEyeAdRollOpen GraphGoogle Fonts APIFacebook Chat PluginPHPHSTSPopup Maker.

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 October 2025, 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 ServicesLos Angeles, 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, US
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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