Zumma Financial
PrivateLast Round
Pre Seed
May 30, 2023
Est. Valuation
$3M
Total Funding Raised
$1.8M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Zumma Financial operates in FinTech and is based in Mexico City. Its latest recorded funding round was a Pre Seed round in May 2023.
Zumma Financial is a financial software company that provides an autonomous finance platform for expense management, invoicing, and financial intelligence.
Sector
FinTech
Verticals
Accounting & Expense, NLP & Conversational AI, Workflow Automation, Personal Finance
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Zumma Financial Comparables
Compare Zumma Financial with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Contalink | 79% | |
| Alegra | 69% | |
| Klar | 67% |
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Zumma Financial Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Zumma Financial Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Epic Angels | Seed |
| Ferter | Seed |
| Alamo Angels | Seed |
| Outside VC | Seed |
| Addem Capital | Seed |
| Wollef | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 21, 2026
Monthly visitors increased 33% MoM, reaching 11.2K.
- May 13, 2026
Monthly visitors grew 120% MoM, reaching 20.7K.
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Zumma Financial 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.
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Frequently Asked Questions
Common questions about Zumma Financial's valuation, stock price, and market status.
Is Zumma Financial a public or private company?
Zumma Financial is a private company.
What is the current stock price of Zumma Financial?
Zumma Financial is a private company, so its shares have no public market price. Caplight tracks Zumma Financial's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Zumma Financial worth (valuation)?
Zumma Financial's valuation is estimated at $3.0M based on funding round data.
Can I buy Zumma Financial stock?
Zumma Financial shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Zumma Financial's last funding round?
Zumma Financial's most recent funding round was Pre Seed on May 30, 2023.
Who are the main investors in Zumma Financial?
Key investors in Zumma Financial include Wollef.
Will Zumma Financial IPO soon?
No public IPO plans have been announced for Zumma Financial.
How can I track Zumma Financial secondary market activity?
Caplight tracks bids, offers, and trades in Zumma Financial's shares on secondary markets.