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
ONE STAR. A waste & a Disservice to Gig /Contractors, & iPads
Bohemian Rhapsody
HUGE OVERSIGHTS and DISSERVICE to MI PUEBLO y MI GENTE. Makes no sense to show option to select independent contractor / gig work then force people to select paycheck dates. Literally no option to bypass entering a regular paycheck. Then it asks you to enter your (regular) paycheck amount. Most gigs aren't standard. But I couln't even enter my base contractor fee in the pay dates I was FORCED to make up, because this app isn't iPad compatible. A complete waste of my time, other than to check yet another off my list of options.
I’m learning something here!
seizethedaywithj
As someone who did not grow up with much financial education, I love that I can track my finances and also learn about wealth building in the same place. I’m finding the courses really informative and I like that I can earn credit for taking them!
Gracias Suma!
aquilici
This app is super intuitive. I connected all my accounts and it has helped me a ton with my daily finances. Charlie is a definite plus too. He makes dealing with money easy, and it’s really good at keeping me on track with my financial goals.
Wonderful app!
Rubyshwan49245
As a mom and a Latina, I absolutely love this app. It makes financial wisdom easy to understand and helps me see my money habits more clearly. It’s become such a helpful tool on my journey toward financial confidence. Highly recommend!
Performance improvements and bug fixes
Version 3.3.0
The developer, SUMA Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
Identifiers
Usage Data
Sensitive Info
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More