Suma Wealth - M&A Summary and Business Overview

Financial ServicesCompany

Suma Wealth M&A Summary

Suma Wealth has acquired 1 company, including 1 in the last 5 years.

Suma Wealth has acquired in 1 US state. The Company’s most targeted sectors include internet software and services (100%).

Suma Wealth Business Overview

Where is Suma Wealth headquartered?

Suma Wealth is headquartered in Los Angeles, California.

What sector is Suma Wealth in?

Suma Wealth is a financial services company.

When was Suma Wealth founded?

Suma Wealth was founded in 2019.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Suma Wealth

Suma LLC

Los Angeles, California 90017
United States,
www.sumawealth.com

Suma Wealth is a financial technology company devoted to increasing prosperity, opportunity, and financial inclusion for young U.S. Latinos experiences that help the community to build wealth and control their financial future. Suma Wealth was founded in 2019 and is based in Los Angeles, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
The Reel 2023-02-07 - Add-on Acquisition
Los Angeles, California · www.joinreel.co
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Internet Software and Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2019

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