Company
Suma Wealth
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.
- Status
- Operatingas of 2026-09-23
- Business model
- B2C
- Customers
- Latinos
- Legal name
- Suma Wealth, Inc.
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