SUMA
12 known investors
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 AcevedoinFounder
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
ResilienceVCWashington · $500K – $1M
Silicon ValleyRedwood City · $25K – $50K
Ulu VenturesPalo Alto · $2M
VamosVenturesLos Angeles · $2M
Chingona VenturesreportedChicago · $250K – $2M
Radicle ImpactreportedSan Francisco · $100K – $3M
The FundreportedAustin · $50K – $250K
Competitors · 3
by search overlapExperian19 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 provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
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, ResilienceVC, Silicon Valley, Ulu Ventures and 4 more.