SUMA
12 known investors
Find your way into SUMA
6 people in our graph share verified history with the SUMA team — schools, employers, funds. One of them is your warm intro.
Tom Steyerunlockedknows Beatriz Acevedo · together at Beneficial State Bank (overlapped)
×5knows the team · via Beneficial State Bank
Suma Wealth provides AI-powered financial coaching through chatbot assistants that help users budget, track spending, and build savings with personalized advice available in English and Spanish. The platform serves individual consumers seeking financial literacy and wealth-building guidance.
Founders & leadership
BA
Beatriz AcevedoinFounderBeatriz Acevedo founded mitu, a digital media company focused on Latino culture, before launching SUMA Wealth, an AI-powered financial coaching platform. She has worked in media, fintech, and wealth technology, and serves on the boards of the LA28 Olympic Committee and the Latino Community Foundation.
Investors · 12
2045 VenturesLos Angeles · $250K – $500Kvia Carmen Palafox · inferred
Backstage CapitalLos Angeles · $50K
Female FoundersNew York · $750K – $1M
How Women InvestSan Francisco · $100K – $500K
PortfoliaSan Mateo · $10K
Radicle ImpactSan Francisco · $100K – $3M
ResilienceVCWashington · $500K – $1M
Silicon ValleyRedwood City · $25K – $50K
Ulu VenturesPalo Alto · $2M
VamosVenturesLos Angeles · $2M
Chingona VenturesreportedChicago · $250K – $2M
The FundreportedAustin · $50K – $250K
Competitors · 4
by search overlapPrior Finance23 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.
Experian19 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Capital One11 shared keywordsCapital One is a financial services company that offers credit cards, checking and savings accounts, auto financing, and business banking products to consumers and small businesses. The company provides digital banking tools, rewards programs, and credit monitoring services.
Interactive Strength Acquires Ergatta10 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Companies competing with SUMA for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does SUMA do?
- Suma Wealth provides AI-powered financial coaching through chatbot assistants that help users budget, track spending, and build savings with personalized advice available in English and Spanish. The platform serves individual consumers seeking financial literacy and wealth-building guidance.
- Who founded SUMA?
- SUMA was founded by Beatriz Acevedo.
- Who are SUMA's investors?
- SUMA's investors include 2045 Ventures, Backstage Capital, Female Founders, How Women Invest, Portfolia, Radicle Impact, ResilienceVC, Silicon Valley and 4 more.