SUMA Wealth

SUMA Wealth, Inc.

About this app

All Your Finances Together.
Link all your accounts, cards, and investments in one dashboard and save time switching between apps

Best of all, you get 7 days free to explore every feature. After that, choose the membership that fits you best through our secure Stripe checkout.

Discover everything SUMA offers:

- Al Financial Agent: Ask anything-from spotting unused subscriptions to building a home-buying plan.
-Money Insights: Personalized tips to spend smarter and save more.
-Budgets made easy with interactive bubbles.
-Spending tracker to see where your dinero really goes.
-Net Worth view for the big picture of what you own vs. owe.
-Savings Goals: Set goals, track contributions, and see when you'll get there.
-SUMAVERSITY, our financial education hub with ASU-accredited certifications.

With SUMA, you'll always have the tools (and the agent) to manage your money, grow your wealth, and reach your goals-in a way that feels familiar, relevant, and empowering.

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

What’s new

Performance improvements and bug fixes