Zumma Financial is a personal finance and investment platform in Mexico. This tool aims to serve as your financial expert that accompanies you wherever you go. Through the use of artificial intelligence (AI), Zumma provides recommendations, advice, and rewards tailored to your individual financial situation. The platform helps you save, invest, and achieve your financial goals.Zumma’s core functionality revolves around managing personal finances all in one app. Users can input their budget, income, and expenses to gain a comprehensive understanding of their financial situation. The tool’s chatbot, powered by GPT (Generative Pre-trained Transformer), offers a powerful and user-friendly way to engage with the platform.Zumma Financial is still in the process of becoming a registered financial advisor through the CNBV (National Banking and Securities Commission). It collaborates with Kuspit Casa de Bolsa, a regulated financial institution in Mexico, to invest users’ contributions into securities. It is important to note that any interested party who completes the process of opening a brokerage contract with Kuspit Casa de Bolsa and funds their account is considered an active guest.Zumma Financial is supported by various organizations, including Endeavor, Latitud, GG-Capital, and MIT Delta V. The platform is developed in CDMX, Puebla, Miami, and Medellin.To ensure user data privacy, Zumma Financial has a privacy policy in place. Users can also refer to the terms and conditions for further information about the platform’s operation.
