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:
- AI 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
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:
- AI 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
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