SUMA Wealth

SUMA Wealth, Inc.

About this app

SUMA is your personalized money mentor built to help you manage your money and reach your goals. Saving for a new car? Planning your next backpacking adventure across South America? Whatever it may be SUMA is here to help you make it happen.

We are more than just a budgeting app, we are here to help you learn and take control of your financial future. At SUMA Wealth we believe knowing your money empowers you to own your future.

ALL YOUR MONEY IN ONE PLACE Link your accounts, cards, and investments in one secure dashboard. No more switching between five different apps to see where you stand.

TALK WITH YOU MONEY Ask your personalized AI money mentor anything about your accounts and get insights in seconds! Whether you're looking for saving opportunities, building a home-buying plan, or wondering "Can I afford this?", you get instant, personalized financial guidance 24/7.

MONEY TALK WE CAN UNDERSTAND
- Interactive Budgets: Use our signature "interactive bubbles" to make budgeting feel less like a chore and more like a game.
- Spending Tracker: See exactly where your money goes. Categorize your spending and find ways to save more every month.
- Savings Goals: Set custom goals, track your contributions, and get a clear timeline of when you’ll cross the finish line.
- SUMAVERSITY: Level up your financial game with ASU-accredited certifications. Learn everything from credit building to advanced investing.

SECURE & PRIVATE Your security is our priority. We use bank-level encryption and we never sell your data. You are in total control, period.

START YOUR FREE TRIAL Explore every premium feature and start managing your money. After your trial, choose the membership plan that fits your life.

Stop wondering where your money went. Start showing it where to go.

Terms and conditions:
https://sumawealth.com/terms
https://sumawealth.com/privacy-policy

Ratings and reviews

Great app! it Really helped me get organized and budget toward my travel. Great insights!

knowing you will help me where I left off from the beginning.

not what I need right now

What’s new

What's new in SUMA Wealth:

Set up your budget manually, or let us auto-generate one for you.
Our chat assistant is easier to reach — open it from anywhere in the app to get quick answers.
Sumaversity improvements: more accurate course/class progress and a smoother article-reading experience.
Clearer, more reliable notifications.
General stability and bug fixes for a smoother experience.