Zumma Financial is an AI-driven platform that helps you manage your money and investments in Mexico. It acts as your personal financial advisor that guides you anytime, anywhere. Zumma gives you personalized tips, rewards, and goals based on your financial profile. You can track your budget, income, and spending with one app and see your financial picture clearly. You can also chat with Zumma’s smart bot, which uses GPT technology, to interact with the platform easily.
More Details About Zumma
Zumma Financial is an aspiring financial advisor that works with the CNBV (National Banking and Securities Commission) to get registered. It partners with Kuspit Casa de Bolsa, a licensed Mexican financial institution, to invest users’ money in securities.
Anyone who opens and funds a brokerage account with Kuspit Casa de Bolsa becomes an active guest. Zumma Financial has the backing of various organizations, such as Endeavor, Latitud, GG-Capital, and MIT Delta V. The platform is built in CDMX, Puebla, Miami, and Medellin. Zumma Financial respects user data privacy and has a privacy policy. Users can also check the terms and conditions for more details about how the platform works.
Where is Zumma Financial developed?
Zumma Financial is developed in multiple locations including CDMX and Puebla in Mexico, Miami in the United States, and Medellin in Colombia.
How do users interact with Zumma’s platform?
Zumma’s platform engages users primarily through a user-friendly chat interface, driven by a GPT model. This chatbot facilitates seamless navigation and utilization of the platform’s features.
How does Zumma help in achieving my financial goals?
Zumma offers a thorough assessment of users’ financial situations based on details such as budgets, income, and expenses. Empowering users to invest and save, the platform aids in the realization of their financial goals.
What are the terms and conditions of using Zumma Financial?
The terms and conditions of Zumma Financial can be found on their website. This informs users about details related to the operation of the platform and clarifies user rights and obligations.
