Suma Wealth
PrivateLast Round
Seed
Oct 1, 2024
Total Funding Raised
$9.3M
Company Overview
Suma Wealth operates in FinTech and is based in Los Angeles, California. Its latest recorded funding round was a Seed round in October 2024.
Suma Wealth is a financial software company that provides a financial technology platform with culturally relevant content, tools, and experiences to help U.S. Latinos build wealth.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, NLP & Conversational AI, Digital Banking, Subscription Commerce
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Suma Wealth Comparables
Compare Suma Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Finhabits | 86% | |
| Greenwood | 69% | |
| Goalsetter | 67% |
For institutional investors. Book with your work email.
Suma Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 1, 2024 | ||||
| Seed | Feb 6, 2024 | ||||
| Pre Seed | Oct 12, 2021 | ||||
| Pre Seed | Oct 29, 2020 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Suma Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Backstage Capital | Pre Seed |
| Kwanza Jones & José E. Feliciano Supercharged Initiative | Pre Seed |
| Commerce Ventures | Seed |
| Gaingels | Pre Seed |
| Portfolia | Pre Seed |
| Radicle Impact Fund | Seed |
| Ulu Ventures | Pre Seed, Seed |
For institutional investors. Book with your work email.
Suma Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Suma Wealth's valuation, stock price, and market status.
Is Suma Wealth a public or private company?
Suma Wealth is a private company.
What is the current stock price of Suma Wealth?
Suma Wealth is a private company, so its shares have no public market price. Caplight tracks Suma Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Suma Wealth worth (valuation)?
Valuation information for Suma Wealth is not publicly available.
Can I buy Suma Wealth stock?
Suma Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Suma Wealth's last funding round?
Suma Wealth's most recent funding round was Seed on October 1, 2024.
Who are the main investors in Suma Wealth?
Key investors in Suma Wealth include Radicle Impact Fund, Chingona Ventures.
Will Suma Wealth IPO soon?
No public IPO plans have been announced for Suma Wealth.
How can I track Suma Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Suma Wealth's shares on secondary markets.