SUMA Wealth
$8.9Mtotal raised · 2 rounds on record
$5.6Mlatest round · Venture round · Nov 2025 · 12 mo ago
5backers · Backstage Capital, How Women Invest
4team · US Form 5500 (plan participants) · Dec 2025 · -20% in a year
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.
Key facts
These are the key facts about SUMA Wealth on Alion as of Nov 13, 2026. SUMA Wealth is headquartered in Los Angeles, United States. It was founded in 2020. It has raised $8.9M in 2 funding rounds. The latest round is Venture - Series Unknown of $5.6M, announced in 2025.
- Headquarters
- Los Angeles, United StatesAlion company profile, updated Oct 9, 2026
- Founded
- 2020Alion company profile, updated Oct 9, 2026
- Employees
- 10+Alion company profile, an estimated range
- Total raised
- $8.9MSum of 2 equity rounds Alion knows
- Latest round
- Venture - Series Unknown · $5.6M · Nov 12, 2025SEC Form D filing · sec.gov
Official records
Funding and backers
Total raised
$8.9M
2 rounds on record
Latest round
$5.6M
Venture round · Nov 2025 · 12 mo ago
Team
4
US Form 5500 (plan participants) · Dec 2025 · -20% in a year
Backers
5
Backstage Capital, How Women Invest
The money's age
Due for its next round
12 months since the last round · not hiring
Momentum
0/100
no fresh signals
Last sign of life
1 mo ago
a posting or a news item
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
Nov 24, 2021
Released an app SUMA Wealth · App Store
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
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| 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
Backed byfrom the funds' portfolios and accelerator catalogs
Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
SQOIN - Leading blockchain and AI company from Tunisia. Democratizing cryptocurrencies and enabling financial inclusion through innovative…
Lukango Site: Your dream protection. Easy to understand insurance built around your business. Lukango protects your business with flexible…
Fundfina is a fast-growing fintech for financial inclusion that is on a mission to disrupt cash-flow-based financial services for MSMEs in…
Topos turns cross-border support into a productive asset - fuelling sustainable lending, financial inclusion, and new economic growth in…
Joey is your AI Matchmaker. Designed to understand you, not just match you. Call +1 (310) 234-5639.
Oraan provides digital committee savings and financial services for women. Its platform formalises rotating savings groups common in…
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
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Radicle ImpactVia a fund
How Women InvestVia a fund
Vitalize Venture CapitalVia a fund
Port FoliaVia a fund
Backstage CapitalVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
Shared investors
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Los Angeles
United States
HQ
10-50 est. staff
How to cite this page
Alion, "SUMA Wealth: key facts", as of Nov 13, 2026. https://alion.io/company/sumawealth
These figures are published under a free licence. You may reuse them, including commercially, as long as you credit Alion and link back to this page. CC BY-SA 4.0