SUMA is your personalized money mentor built to help you manage your money and reach your goals. Saving for a new car? Planning your next backpacking adventure across South America? Whatever it may be SUMA is here to help you make it happen.
We are more than just a budgeting app, we are here to help you learn and take control of your financial future. At SUMA Wealth we believe knowing your money empowers you to own your future.
ALL YOUR MONEY IN ONE PLACE Link your accounts, cards, and investments in one secure dashboard. No more switching between five different apps to see where you stand.
TALK WITH YOU MONEY Ask your personalized AI money mentor anything about your accounts and get insights in seconds! Whether you're looking for saving opportunities, building a home-buying plan, or wondering "Can I afford this?", you get instant, personalized financial guidance 24/7.
MONEY TALK WE CAN UNDERSTAND
- Interactive Budgets: Use our signature "interactive bubbles" to make budgeting feel less like a chore and more like a game.
- Spending Tracker: See exactly where your money goes. Categorize your spending and find ways to save more every month.
- Savings Goals: Set custom goals, track your contributions, and get a clear timeline of when you’ll cross the finish line.
- SUMAVERSITY: Level up your financial game with ASU-accredited certifications. Learn everything from credit building to advanced investing.
SECURE & PRIVATE Your security is our priority. We use bank-level encryption and we never sell your data. You are in total control, period.
START YOUR FREE TRIAL Explore every premium feature and start managing your money. After your trial, choose the membership plan that fits your life.
Stop wondering where your money went. Start showing it where to go.
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!
I like it. Easy and helpful
Bruin926
I really like this app. It’s super easy to get started. I had no idea I was spending so much just on coffee! I like how you can just ask questions - like how much am I spending eating out and it just tells you.
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.
- Insights Just Got Faster: The new AI Chat view is lightning fast and more responsive than ever.
- Choose Your Vibe: Not ready to link your bank? No pressure. Choose your own path and explore our learning tools first.
- Make It Yours: Give your financial agent a glow-up. Personalize with a new name, color, and your favorite avatar.
- Improved Account Connection: We made it easier to manage your account connections so you stay in control of your data.
Version 3.4.1
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