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Company

Suma Wealth

Rocket Ship RatingBased on the data VC Catalog holds.

Rocket Ship Rating: 90 out of 100

Suma is the leading platform for financial literacy and wealth-building tools, designed for Latinos through a unique blend of fintech, digital content, and community experiences.

Also known as SUMA Inc., SUMA Wealth, Inc.

  • Wealth & investing
  • Social impact
Status
Operatingas of 2026-09-23
Business model
B2C
Customers
Latinos
Legal name
Suma Wealth, Inc.
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Record updated 28 September 2026

About

Suma is a digital platform to teach the Latino community how to build and sustain wealth.

Funding snapshot

Total raised
$8.9MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round
Round, $5.6M2025-11-12

Funding rounds

Round, 2025
$5.6M2025-11-12, SEC form D sold, 22 investors
Round, 2021
$3.3M2021-08-25, SEC form D sold, 20 investors

Products

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