SUMA Wealth Revenue

Financial Services • Los Angeles, California, United States • 21-50 Employees

SUMA Wealth revenue & valuation

Annual revenue	$545,000
Revenue per employee	$14,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,800,000
Total funding	$6,200,000

Key Contact at SUMA Wealth

Beatriz Acevedo

Ceo & Co-Founder

Company overview

Headquarters	Los Angeles, California, United States
Phone number	+18052980055
Website	sumawealth.com
NAICS	52
Founded	2020
Employees	21-50
Socials

SUMA Wealth Email Formats

SUMA Wealth uses 3 email formats. The most common is {first name} (e.g., john@sumawealth.com), used 61.1% of the time.

Format	Example	Percentage
{first name}	john@sumawealth.com	61.1%
{first initial}	j@sumawealth.com	27.8%
{second initial}	o@sumawealth.com	11.1%

About SUMA Wealth

SUMA Wealth is the leading financial technology company devoted to increasing prosperity, opportunity, and financial inclusion for young, U.S. Latinos. SUMA's innovative approach deploys technology to build financial tools that are engaging, culturally relevant, and useful to the community. SUMA also creates user-centric content and brand-based experiences that inspire, inform and empower the community to build wealth and control their financial future.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Partner

Employees by Department

SUMA Wealth has 13 employees across 7 departments.

Departments

Number of employees

Funding Data

Explore SUMA Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount
2023-06-26	3	N/A
2024-03-06	1	$2,200,000
2024-03-06	3	$2,200,000
2024-11-05	3	$1,800,000

Funding Insights

$6,200,000

Total funding amount

$1,800,000

Most recent funding amount

Number of funding rounds

SUMA Wealth Tech Stack

Discover the technologies and tools that power SUMA Wealth's digital infrastructure, from frameworks to analytics platforms.

Segment

Customer data platform

jQuery CDN

CDN

reCAPTCHA

Security

Underscore.js

JavaScript libraries

ElementsKit

WordPress plugins

WPForms

Form builders

jQuery UI

JavaScript libraries

Hotjar

Analytics

Elementor

Page builders

Cloudflare

CDN

Yoast SEO Premium

SEO

Facebook Chat Plugin

Live chat

Frequently asked questions

SUMA Wealth is located in Los Angeles, California, US.

You can reach SUMA Wealth at +18052980055.

SUMA Wealth generates an estimated annual revenue of $545,000. This revenue figure reflects the company's market position and business performance in its industry.

SUMA Wealth has an estimated valuation of $1,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SUMA Wealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

SUMA Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

SUMA Wealth has raised a total of $6,200,000 across 4 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at SUMA Wealth

Beatriz Acevedo

Ceo & Co-Founder

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