SUMA Wealth

SUMA Wealth

Manage your dinero Smarter

17 ratings
24 reviews
Free
In-App PurchasesWith Ads

Details

  • Released
  • Updated
  • November 24, 2021
  • July 6, 2026

Features

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SUMA Wealth screenshot #6 for iPhone
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About

Consolidate your financial accounts, cards, and investments into a single dashboard. Utilize an AI agent for personalized financial advice, track spending, and set savings goals. Access educational resources to improve your financial literacy.

Unified account dashboard
AI financial agent
Personalized money insights
Interactive budgeting tools
Spending tracker
Net worth overview
Savings goal setting
Financial education hub
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What's New in SUMA Wealth

3.5.1

July 6, 2026

- 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.

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Subscription plans

SUMA+

Get advanced insights and helpful tools.

$8.991 Month
How to cancel SUMA Wealth subscription ⁉️

User reviews

I like it. Easy and helpful

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.

Money but friendly

More than just a way to keep my financial chaos in check, it helps me plan how to use my money toward personal goals. Easy to use.

Sami the agent helped me with my vacations plan

I booked my summer trip thanks to this app. Since they 1 it helped me to create a savings plan, it gave me me real suggestions and I made small changes that really paid off.

I needed it so much

The app is helping me keep track of all my expenses from all my bank accounts in one place with an AI assistant that provides useful insights

Gracias Suma!

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.

FAQ

What is SUMA Wealth?

SUMA Wealth is a personal finance app that allows you to link all your accounts, cards, and investments in one dashboard. It offers features like an AI financial agent, money insights, budgeting tools, and a financial education hub.

How much does SUMA Wealth cost?

SUMA Wealth is free to download and offers a 7-day free trial of all features. After the trial, you can choose from subscription plans like SUMA+ for $8.99/month, Monthly PRO for $9.99/month, or Annual PRO for $99.00/year.

What devices does SUMA Wealth support?

SUMA Wealth is available on iPhone, iPad, and iPod. It is designed for users who want to manage their finances on the go.

Is SUMA Wealth secure?

SUMA Wealth uses secure Stripe checkout for its membership plans. The app aims to provide a safe environment for managing your financial data.

Does SUMA Wealth have ads?

Yes, SUMA Wealth contains advertisements. This is a common model for free finance apps that offer premium features through subscriptions.

What kind of financial education does SUMA Wealth offer?

SUMA Wealth includes SUMAVERSITY, a financial education hub that offers ASU-accredited certifications. This section provides resources to help users learn about managing their money and growing their wealth.

How often is SUMA Wealth updated?

The latest version of SUMA Wealth is 3.2.0, last updated on March 30, 2026. This indicates a commitment to regular updates and improvements for the app.

What is the age rating for SUMA Wealth?

SUMA Wealth has an age rating of 12+. This suggests it is suitable for teenagers and adults looking to manage their finances.