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