Suma Wealth

Suma is an application that provides real-time insight and feedback on how to better manage your money. The platform has unlimited tips, deals, and financial tools to enable its customers to be financially successful! ‏‏‎‎‏‏‏‏‎

Investment Details

Portfolia Fund

Funding Round

Pre-seed

Milestones

Funded in 2020

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About the Founder

Beatriz Acevedo

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Beatriz is a decorated entrepreneur, CEO, advocate, and founder of Suma Wealth. She created Suma to address the wealth gap for young Latinos in the U.S. By creating a platform that operates as a supportive educational tool, she is actively contributing to closing the gap. Acevedo's Suma Wealth helps the next generation navigate their financial world.

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Real Investors. Real Outcomes.

“I have learned so much about leadership, financial well-being, and the power of connection from the amazing community of women at Portfolia.”

Peggy Northrop

CEO of Watermark and Former Editor-in-Chief of More Magazine, Connecticut

“I love the concept of being able to invest and collaborate with others, mitigating my own risk by investing in a portfolio. It lets me see more deals in the pipeline.”

Chantell Preston

Healthcare Executive, Houston, TX

“I joined because I was excited that the model was more like a mutual fund and offered exposure to so many companies and opportunities to further learning.”

Namrita Kapur

Fellow, Yale School of Management, Boston, MA

“I have learned so much about leadership, financial well-being, and the power of connection from the amazing community of women at Portfolia.”

Peggy Northrop

CEO of Watermark and Former Editor-in-Chief of More Magazine, Connecticut

“I love the concept of being able to invest and collaborate with others, mitigating my own risk by investing in a portfolio. It lets me see more deals in the pipeline.”

Chantell Preston

Healthcare Executive, Houston, TX

“I joined because I was excited that the model was more like a mutual fund and offered exposure to so many companies and opportunities to further learning.”

Namrita Kapur

Fellow, Yale School of Management, Boston, MA

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