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Zumma

AI-driven personal finance platform designed for saving, investing, and financial planning in Latin America.

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AI For Finance AI Investing AI Assistant Large Language Models (LLMs)

About Zumma

Zumma is an innovative personal finance platform leveraging AI to assist users across Mexico and Latin America in making smarter financial decisions. It offers tailored recommendations, financial advice, and rewards, helping users save, invest, and reach their financial objectives with personalized insights and tools.

How to Use

Users enter their income, expenses, and budget details into the Zumma app. The AI analyzes this information to deliver customized advice, recommendations, and rewards, enabling effective financial management.

Features

Investment management tools

Customized financial recommendations

Rewards, discounts, and cashback

Budget tracking and control

Expense monitoring

AI-based financial guidance

Use Cases

Access rewards and discounts for financial management

Track expenses and optimize budgets

Save and invest using personalized suggestions

Manage finances with AI-driven insights

Best For

Individuals in Mexico and Latin AmericaPeople aiming to save and invest efficientlyUsers managing expenses and budgetsThose seeking personalized financial adviceSmall business owners needing expense management

Pros

Personalized financial guidance with AI

Mobile app for convenient financial management

Rewards and discounts to promote financial responsibility

All-in-one platform for saving, investing, and budgeting

Cons

Currently available mainly in Mexico and Latin America

Financial advisor registration with CNBV is underway

Requires users to input sensitive financial data

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Premium Plan

$49 MXN/month

Unlimited expense recording via WhatsApp using text, voice, or photo. Export your financial history to Excel. Unlimited card personalization. 24/7 access to Zummi, your financial assistant. Financial analytics included. Billing not included.

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Expense Invoicing - Personal Plan

$300 MXN/month

Automatically invoice up to 25 expense tickets via WhatsApp. One user per business entity. Download invoices via WhatsApp and email. Includes all features of the Premium Plan.

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Business Expense Invoicing Plan

Custom pricing

Adjust the number of invoices needed. Multiple users per business entity. Download invoices through WhatsApp and email. Access a dashboard to view all invoices. Includes all features of the Premium Plan.

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Frequently Asked Questions

Find answers to common questions about Zumma

What services does Zumma provide?

Zumma offers a personal finance and investment platform with AI-driven recommendations, advice, and rewards to help you save, invest, and achieve your financial goals.

Is Zumma available outside Mexico?

Zumma is currently available in Mexico and Latin American countries.

Where are my investments managed?

Your funds are invested through KUSPIT CASA DE BOLSA, SA DE CV, a regulated financial institution under Mexican law supervised by the National Banking and Securities Commission.

Can I track my expenses easily?

Yes, Zumma allows you to record and monitor expenses effortlessly via WhatsApp, helping you stay within your budget.

Does Zumma offer financial advice?

Yes, it provides AI-powered personalized financial recommendations to help you make informed decisions.