# SUMA Wealth — Manage your dinero Smarter > All-in-one personal finance management with AI insights and education. (iPhone/iPad app by SUMA Inc..) - Source: https://appshunter.io/ios/app/suma-wealth/id1593442598 (this page in markdown: same URL + `.md`) - Developer: [SUMA Inc.](https://appshunter.io/developer/1592776317) - Category: Finance, Education - Price: Free with in-app purchases - Rating: 4.50/5 from 18 App Store ratings · 25 written reviews indexed - Age rating: 12+ - Requires: iOS 15.6 · 69 MB - Languages: American English - Released: 2021-11-24 - Data updated: 2026-08-11 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/suma-wealth/id1593442598/reviews.md ## What is SUMA Wealth? 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 ## Key features - Unified account dashboard - AI financial agent - Personalized money insights - Interactive budgeting tools - Spending tracker - Net worth overview - Savings goal setting - Financial education hub ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | SUMA+ | $8.99 | per month | | Monthly PRO Plan | $9.99 | per month | | Annual PRO Plan | $99.00 | per year | ## Recent user reviews (10 of 25) All indexed reviews: https://appshunter.io/ios/app/suma-wealth/id1593442598/reviews.md ### 5/5 — User friendly! *2026-07-14* I’ve used other budgeting apps before but none of them were as easy to comprehend as this one. The different features really show your spending habits without being intimidating ### 5/5 — I like it. Easy and helpful *2026-05-13* 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. ### 5/5 — Money but friendly *2026-05-13, version 3.3.0* 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. ### 5/5 — Sami the agent helped me with my vacations plan *2026-05-13, version 3.3.0* 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. ### 5/5 — I needed it so much *2026-03-06, version 3.0.2* 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 ### 5/5 — Gracias Suma! *2025-09-30* 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. ### 5/5 — Wonderful app! *2025-09-30* 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! ### 5/5 — Free financial education *2025-09-24, version 2.2.8* great tool and loving the video series on financial education, very useful! ### 5/5 — So Useful! *2025-09-24, version 2.2.8* Very useful, it has everything I need to manage my finances, and the best is Charlie! I loved him ### 5/5 — I LOVE IT! *2025-09-24* I’ve been using this app for the past 1 year and it’s brutal to me in the best way possible. Seeing my net worth tracker is addicting! This app has definitely saved me from financial ruin ❤️ ## Frequently asked questions about SUMA Wealth ### 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. ## Version history (last 5 releases) ### 3.5.2 — 2026-08-10 - 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. ### 3.5.1 — 2026-07-06 - 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. ### 3.5.0 — 2026-07-03 - 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. ### 3.4.1 — 2026-06-08 - 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. ### 3.4.0 — 2026-05-25 - 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. ## Apps similar to SUMA Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Lydia AI Budgeting Coach](https://appshunter.io/ios/app/lydia-ai-budgeting-coach/id6737857464) | 5.0 (10) | Free | Finance | | [Envelope Budget - Kualia](https://appshunter.io/ios/app/envelope-budget-kualia/id6466455367) | 4.6 (46) | Free | Finance | | [Fido: 10% APY Savings](https://appshunter.io/ios/app/fido-10-apy-savings/id6502919720) | 4.6 (48) | Free | Finance | | [Cash Coach AI: Money Tracker](https://appshunter.io/ios/app/cash-coach-ai-money-tracker/id6474867987) | 4.5 (18) | Free | Finance | | [SUMA - FCU](https://appshunter.io/ios/app/suma-fcu/id1465314751) | 4.9 (1,007) | Free | Finance | | [Casa Shares](https://appshunter.io/ios/app/casa-shares/id6667117553) | 4.6 (8) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-11.*