Suma Wealth: Funding, Investors & Team (Sep 2026)
SUMA is a revolutionary FinTech company with the mission to engage, educate, and empower the Latinx community via a holistic approach to Digital Media, Experiences, and FinTech. By creating culturally relevant content, and virtual experiences, and providing financial tools that demystify and reimagine financial wellness through entertainment.
Suma Wealth has raised $14.8M across 3 funding rounds on record, the most recent an undisclosed round of $5.6M announced in Nov 2025.
That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Suma Wealth Company Profile and Key Stats
Latest funding round on record: Nov 2025.
Suma Wealth Funding Rounds
Suma Wealth raised $2.2M in an undisclosed round announced in Feb 2024.
8 months later, a Seed of $7.0M was announced in Oct 2024.
1.1 years later, an undisclosed round of $5.6M was announced in Nov 2025.
Suma Wealth Founders and Leadership Team
No contact details are on record for this team yet.
Suma Wealth Funding Compared to Other Financial Services Startups
Suma Wealth's latest round of $5.6M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
Funded Startups Like Suma Wealth in Financial Services and Los Angeles
Companies Similar to Suma Wealth
Luminary is a tech platform that simplifies the intricate and inefficient process of estate planning through…
Carputty is a consumer automotive startup that provides car loan services to its clients. The company's…
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients…
HiFi Bridge is a cryptocurrency payments platform that allows customers to buy and sell cryptocurrencies,…
TabaPay, a leader in card payments processing for financial technology companies, helps clients easily…
Immediate offers a solution for financial well-being that grants employees instant access to their earned…
Koxa is an API platform that connects accounting software.
RQD Clearing provides correspondent clearing services that fulfill brokers' technological and business model…
Standard Metrics is a financial platform for startups and investors.
Axela Technologies improves and automates the collection process for a variety of illiquid, esoteric real…
Edge Focus develops and operates an advanced fintech platform in the area of investment management.
An open platform for customer-permitted insurance data is called Axle. Axle enables customers to safely link…
Suma Wealth Funding FAQs
What does Suma Wealth do?
SUMA is a revolutionary FinTech company with the mission to engage, educate, and empower the Latinx community via a holistic approach to Digital Media, Experiences, and FinTech. By creating culturally relevant content, and virtual experiences, and providing financial tools that demystify and reimagine financial wellness through entertainment.
How much funding has Suma Wealth raised?
Suma Wealth has raised $14.8M across 3 rounds on record. The most recent is an undisclosed round of $5.6M announced in Nov 2025.
When did Suma Wealth last raise funding?
Suma Wealth's most recent funding round on record is an undisclosed round of $5.6M, announced in Nov 2025.
Who founded Suma Wealth?
FundedIQ lists Beatriz Acevedo (Founder) at Suma Wealth.
Where is Suma Wealth headquartered?
Suma Wealth is based in Los Angeles, California, United States.
How many employees does Suma Wealth have?
Suma Wealth is in the 11-50 employee band.
How does Suma Wealth's funding compare to other Financial Services startups?
Suma Wealth's latest round of $5.6M is below the $14M median round size for Financial Services companies on FundedIQ across 5,746 tracked companies over the last two years.
About FundedIQ's Suma Wealth Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Suma Wealth is left off this page rather than filled in.
Know who just raised. Then know who to reach.
Every newly funded startup with its round, its investors and its founders: delivered weekly by email, or searchable in the app.
Alerts from $19/mo · Pro from $99/mo. Card required, nothing charged until day 15, and we email you 3 days before that.