Suma Wealth is a financial technology company that provides personalized investment advice and wealth management solutions.

Beatriz Acevedo

Xavier Gutierrez

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.

Kwanza Jones & José E. Feliciano SUPERCHARGED Initiative

VamosVentures

Anna Barber

Gale Wilkinson

Ilse Calderon

Lorenzo Thione

Marcos Gonzalez

Miriam Rivera

Samara Hernandez

OVO Fund

Portfolia

Chingona Ventures

VITALIZE Venture Capital

The Fund

Backstage Capital

Carmen Palafox

Lolita Taub

Female Founders Fund

Ulu Ventures

Altalurra Ventures

Metric
Company Name	Suma Wealth
Symbol
MSH ID	COM:SUMAWEALTH
Market	PRIVATE
Sector	Fintech
Industry	Financial Technology
Country	US
Stage
Employee Count	25
Website	sumawealth.com
LinkedIn	suma-wealth
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:SUMAWEALTH

Suma Wealth

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue