Suma Wealth Overview

  • Founded
  • 2020
Founded
  • Status
  • Private
  • Employees
  • 29
Employees
  • Latest Deal Type
  • Seed
  • Latest Deal Amount
  • $3.33M
Latest Deal Amount
  • Investors
  • 22

Suma Wealth General Information

Description

Developer of a digital platform designed to teach the Latinx community how to build and sustain wealth. The company's platform uses the holistic approach of digital media, fin-tech and virtual experiences to teach topics of investment, debt management, and creating and sustaining wealth, enabling clients in the Latino community to deal with their financial issues and get them resolved in a hassle-free manner.

Contact Information

Website
www.sumawealth.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Primary Office
  • 309 East 8th Street
  • Los Angeles, CA 90014
  • United States
+1 (805) 000-0000

Suma Wealth Timeline

20212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Suma Wealth Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Seed Round 18-Nov-2021 $3.33M 00.000 Completed Generating Revenue
2. Secondary Transaction - Private 00.00 Completed Startup
1. Seed Round 19-Oct-2020 $1.3M $1.3M Completed Startup
To view Suma Wealth’s complete valuation and funding history, request access »

Suma Wealth Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Pre-Seed 2B 000,000 00.000000 00.00 00.00 00 00.00 0.000
Pre-Seed 2A 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Pre-Seed 2 2,653,200 $0.000100 $1.13 $1.13 1x $1.13 28.57%
To view Suma Wealth’s complete cap table history, request access »

Suma Wealth Executive Team (2)

Name Title Board Seat Contact Info
Beatriz Acevedo Co-Founder & Chief Executive Officer
Xavier Gutiérrez Co-Founder & Chairman
To view Suma Wealth’s complete executive team members history, request access »

Suma Wealth Board Members (2)

Name Representing Role Since
Samara Hernandez Chingona Ventures Board Member 000 0000
Xavier Gutiérrez Suma Wealth Co-Founder & Chairman 000 0000
To view Suma Wealth’s complete board members history, request access »

Suma Wealth Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Suma Wealth Investors (22)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Gaingels Venture Capital Minority 000 0000 000000 0
Kwanza Jones & José E. Feliciano Supercharged Initiative Corporation Minority 000 0000 000000 0
Ulu Ventures Venture Capital Minority 000 0000 000000 0
VamosVentures Venture Capital Minority 000 0000 000000 0
2045 Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 22 investors. Get the full list »

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