Zumma is a financial technology platform that rewards you for saving and investing. With our app, you will be able to track your income and expenses, save for your goals and invest those savings in diversified portfolios of CETES, bonds and equities to grow your wealth and reach your goals while being rewarded for saving and investing, similar to how credit cards reward you with points for spending. Zumma is made by women who have experience in the financial services and technology industries and who lived first hand the problem of not being able to grow their wealth and reach their goals. Our goal is to reduce the financial gender inequality gap in the region through technology. 💪

Each time you save, invest, and input your income and expenses you will gain points, which you can exchange for rewards, like discounts and items that you love. Same way you exchange your credit card points for rewards. 🎁 If you have a brand that you love that you would like to see as a reward, please email us at hola@zummafinancial.com

Yes! Here are the links to download the app in Google Play and App Store. 🤩

Tuzumma Asesor en Inversiones Independiente, S.A.P.I. of C.V. (“Zumma”) is an independent investment advisor registered with the National Banking and Securities Commission (“CNBV”) of the United Mexican States under file number 30184-001-(16375)-08/18/2023.

Yes, you will be able to invest in diversified portfolios of CETES, bonds, stocks and ETFs. This is possible thanks to our partner broker dealers who are regulated by the SEC in the United States and the CNVB in Mexico.

Right now we do not have a referral program but is coming soon! In the mean time, if you like Zumma please share the app with your friends! 💖

The Zumma community is a group of women and friends who are taking ownership of their finances and growing their wealth. They have access to exclusive events, benefits and are helping the Zumma team build the best product for them! If you want to be part of this powerful community join our Telegram group! 🤩

Zummi is your financial expert, powered by artificial intelligence. You can ask them any questions regarding your financial live or any concepts you want to learn. Want to know how much more you are spending this month vs last month? Zummi got you. Want to know how much you need to save to take a few days off in Cancun? Zummi can help you. Or just want to know what an index fund is? Zummi is there for you.

To modify your budget within the app you have to go to the expenses section and click on the button that says "Edit" above the white and purple bar at the top of the app. You can also modify your budget by clicking on one of your expense categories and then clicking on the button that says "Edit budget" at the top right of the app. Here is a video where you can see how to do it: https://youtu.be/ksfovSt2rtM

To edit or delete any of your expenses within the app, you have to go to the expenses section and "tap" on the expense you want to edit or delete. Here is a video where you can see how to do it: https://youtu.be/AudeLRzqqGw

To modify or delete any of your income entries within the app, you have to go to the income section and "tap" on the income you want to edit or delete. Here is a video where you can see how to do it: https://youtu.be/tvZgr8f4JH4

To see the details of your expenses or income from previous months, enter the expenses or income section and click on the arrows that appear above next to your total expense for the month or your total income for the month. If you click on the left arrow you will go to previous month and the right arrow will take you to the next month. Here is a video where you can see how to do it: https://youtu.be/OrDAOCi8qk0

Yes! You can change the currency of your app by going to the profile section of the app and clicking in “Divisa” to choose the currency your usually use on your day to day. Here is a video showing you how to do it: https://youtu.be/5VwIJ-89D0k

To remove a recurring income or expense in the app, go to the expense or income section and then "tap" on the expense or income you want to remove. The app will ask you if you want to delete that expense / income or if you want to delete that income / expense and all subsequent ones. Click on: "This income / expense and subsequent ones" and that's it. Here is a video where you can see how to do it: https://youtu.be/RETDMdSenNA

To find out how much money you had left the previous month, the easiest thing to do is to ask Zummi. First click on the purple icon that appears on your dashboard below which will open up Zummi. And then click on "+ Ask Zummi", write your question, which in this case would be: “How much money did I have left last month? and that’s it. Here is a video where you can see how to do it: https://youtu.be/cLlwQ9Aa3M0

To edit or delete a goal you made in Zumma, first go to your goals and then to the goal you want to delete or edit. Then click on the three dots that appear at the top right inside the summary square of your goal. There the app will ask you what you want to delete or edit your goal and that's it. Here is a video where you can see how to do it: https://youtu.be/j2rxed5rkFw

To register a saving in your goal, first go to your goals and then to the goal where you saved more money, there in the upper right part click on "+ Add money" and that's it, you can add the amount you saved. Here is a video where you can see how to do it: https://youtu.be/2CgvKUSxXfQ

Welcome to Zumma! After downloading the app and making an account, we recommend you start your journey by making a budget and start recording your income and expenses. This will allow you to take control of your expenses and understand how much you can save every month. Here is a video with a walkthrough of the main features of the app: https://youtu.be/_gaWgd7cw-U