Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Total raised
$8.9M
2 rounds on record
Latest round
$5.6M
Venture round · Nov 2025 · 10 mo ago
Team
4
US Form 5500 (plan participants) · Dec 2025 · -20% in a year
Backers
4
Backstage Capital, How Women Invest
The money's age
Fresh money
10 months since the last round · not hiring
Momentum
20/100
fresh money
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Nov 12, 2025 Raised a round Venture round $5.6M · SEC Form D Aug 25, 2021 Raised a round Venture round $3.3M · SEC Form D 2020 Founded
Tractionpublic signals, read monthly
Web presence
top 5%
of 133.2M domains by links, Common Crawl
App Store
4.5 ★
18 ratings
Funding rounds
RoundDateAmountInvestorsSource
Venture round Nov 2025 $5.6M — SEC Form D
Venture round Aug 2021 $3.3M — SEC Form D
Registers and programsofficial lists and records that name the company
Legal entity Suma Wealth, Inc. SEC Form D
Founders and leadersfrom filings, registers and the company's site
Beatriz AcevedoExecutive Officer, DirectorSEC Form D
Daniella CorrenteExecutive OfficerSEC Form D
Mary HernandezExecutive OfficerSEC Form D
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Overview

Financial inclusion platform for the U.S. Latinx community. Bilingual tools, content, and education to make money matters relatable, accessible, and simple to understand.

People

Beatriz Acevedo
Executive Officer, Director
Daniella Corrente
Executive Officer
Mary Hernandez
Executive Officer
Samara Hernandez
Director
Xavier Gutierrez
Director
Guillermo Diaz
Director
Dan Skaff
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Los Angeles United States
HQ

Financials

Total raised
$8.9M
Latest round
Venture - Series Unknown
Funding rounds
2
Funding rounds
Round Announced Amount
Venture - Series Unknown 2025 $5.6M Details
Venture - Series Unknown 2021 $3.3M Details