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Zuma Financial Advisors

Zuma Financial Advisors helps Latin Americans control their finances through Zummi, a digital financial assistant. Founded in 2022.
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Zuma Financial Advisors Reviews

4.74
Based on 27 reviews
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How would you rate Zuma Financial Advisors?
What’s your thought?
Elena Rivas
Elena Rivas March 7, 2025

What do you like most about using Zuma Financial Advisors?

I love how Zummi adjusts recommendations based on my financial behavior. It feels personalized.

What do you dislike most about using Zuma Financial Advisors?

The financial jargon can be overwhelming at times, but I can usually figure it out.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It provides clarity on my financial situation, allowing me to prioritize what matters most.

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Julio Fernandez
Julio Fernandez March 2, 2025

What do you like most about using Zuma Financial Advisors?

Zummi's user interface is sleek, making navigation a breeze.

What do you dislike most about using Zuma Financial Advisors?

I think the app could include more advanced features for investment tracking.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me keep all my financial data organized and accessible.

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Fernando Cruz
Fernando Cruz March 2, 2025

What do you like most about using Zuma Financial Advisors?

Zummi makes financial planning accessible and easy to understand for someone like me, who isn't a finance expert.

What do you dislike most about using Zuma Financial Advisors?

The app can occasionally lag, especially during heavy usage, but it's manageable.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me manage my spending and offers suggestions that are relevant to my financial goals.

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Nicolas Salazar
Nicolas Salazar March 1, 2025

What do you like most about using Zuma Financial Advisors?

The customized financial goals feature really helps me focus on what I want to achieve.

What do you dislike most about using Zuma Financial Advisors?

Sometimes finding specific features can be tricky, but overall navigation is quite good.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me stay on track with my budget and encourages saving for my future.

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Camila Gonzalez
Camila Gonzalez February 24, 2025

What do you like most about using Zuma Financial Advisors?

Zummi's ability to provide tailored financial insights based on my behavior is fantastic. It feels like having a personal financial advisor in my pocket.

What do you dislike most about using Zuma Financial Advisors?

I wish there were more educational resources available directly in the app. Sometimes, I need more context to understand the financial advice.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me manage my finances better by offering reminders for bills and savings goals, reducing my stress about money management.

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Camilo Bermudez
Camilo Bermudez February 23, 2025

What do you like most about using Zuma Financial Advisors?

The interface is user-friendly, and Zummi provides actionable insights based on my financial data.

What do you dislike most about using Zuma Financial Advisors?

I would like to see more frequent updates to the app with new features.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

Zuma has helped me develop better spending habits and achieve my savings goals.

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Pablo Castillo
Pablo Castillo February 22, 2025

What do you like most about using Zuma Financial Advisors?

The app provides excellent insights about market trends which help me make informed decisions.

What do you dislike most about using Zuma Financial Advisors?

I feel the initial setup process could be more streamlined. It took me some time to get everything configured properly.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

Zuma assists me in budgeting and tracking my investments, which has helped me achieve my financial goals faster.

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Martín Gutiérrez
Martín Gutiérrez February 17, 2025

What do you like most about using Zuma Financial Advisors?

The financial planning tools are robust and cater well to my needs as an entrepreneur.

What do you dislike most about using Zuma Financial Advisors?

There are times when the app crashes unexpectedly, which can be frustrating.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me manage cash flow better and plan for my business expenses more effectively.

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Diego Ruiz
Diego Ruiz February 17, 2025

What do you like most about using Zuma Financial Advisors?

The customer support is really responsive and helpful whenever I have questions about Zummi. It gives me confidence in using the app.

What do you dislike most about using Zuma Financial Advisors?

The app could use a few more customization options for financial goals. I feel limited in how I can set them up.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me keep track of my investments and savings in one place, streamlining my financial planning process.

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Isabella Marquez
Isabella Marquez February 15, 2025

What do you like most about using Zuma Financial Advisors?

The integration of budgeting tools and financial education makes it a unique platform. Zummi is quite insightful and user-friendly.

What do you dislike most about using Zuma Financial Advisors?

Occasionally, the app has glitches, but they are not frequent enough to deter me from using it.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has significantly improved my financial literacy, which in turn has empowered me to make better investment choices.

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Valeria Torres
Valeria Torres February 14, 2025

What do you like most about using Zuma Financial Advisors?

The personalized financial advice is unmatched. Zummi feels like a real financial advisor.

What do you dislike most about using Zuma Financial Advisors?

I wish there were more options for integrating with other financial services I use.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me create and stick to a budget, allowing me to save more efficiently for my goals.

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Gabriel Ramos
Gabriel Ramos February 13, 2025

What do you like most about using Zuma Financial Advisors?

The app gives me a comprehensive view of my finances, integrating all my accounts seamlessly.

What do you dislike most about using Zuma Financial Advisors?

There are a few features that could be more intuitive, especially for new users.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me plan better for future investments and manage my budget more effectively.

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Felipe Mendoza
Felipe Mendoza February 10, 2025

What do you like most about using Zuma Financial Advisors?

Zummi's recommendations are tailored to my needs, making it a unique financial tool.

What do you dislike most about using Zuma Financial Advisors?

Sometimes it takes a bit of time for the app to load, but the insights are worth the wait.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has helped me streamline my budgeting process and set realistic financial goals.

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Ricardo Pérez
Ricardo Pérez February 7, 2025

What do you like most about using Zuma Financial Advisors?

The insights provided are tailored and relevant to my financial situation. I feel empowered to make informed decisions.

What do you dislike most about using Zuma Financial Advisors?

I have encountered a few bugs during updates, but the support team is quick to resolve them.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It simplifies my investment tracking and helps me manage my portfolio effectively.

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Raúl Ceballos
Raúl Ceballos February 3, 2025

What do you like most about using Zuma Financial Advisors?

Zummi’s insights into my spending habits have helped me cut unnecessary expenses.

What do you dislike most about using Zuma Financial Advisors?

The app can be a bit slow to respond at times, but the features are worth it.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has enabled me to take better control of my finances and save for future investments.

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Sofia López
Sofia López February 2, 2025

What do you like most about using Zuma Financial Advisors?

The user experience is fantastic. Zummi is easy to navigate, and the financial suggestions are practical and actionable.

What do you dislike most about using Zuma Financial Advisors?

Sometimes the updates take a while to roll out, which can be frustrating if I’m waiting for new features.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has greatly improved my budgeting skills. I can now see where my money goes each month and adjust accordingly.

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Leonardo Morales
Leonardo Morales January 31, 2025

What do you like most about using Zuma Financial Advisors?

I love the intuitive interface of Zummi. It makes managing my finances so much easier. The budgeting tools are well-designed and help me track my expenses effortlessly.

What do you dislike most about using Zuma Financial Advisors?

At times, the app can be a bit slow when loading reports, especially during peak hours. However, the features make it worth the wait.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

Zuma has helped me gain visibility on my spending habits, allowing me to save money for important goals, like investing in my business. The personalized advice has been a game changer.

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Mariana Valdez
Mariana Valdez January 27, 2025

What do you like most about using Zuma Financial Advisors?

The way Zummi personalizes the advice based on my financial situation is brilliant.

What do you dislike most about using Zuma Financial Advisors?

I sometimes wish the app had more interactive features to engage with.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It makes understanding my finances much easier, allowing me to focus on my goals.

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Valentina Cruz
Valentina Cruz January 24, 2025

What do you like most about using Zuma Financial Advisors?

The personalized insights I receive are incredibly beneficial. They guide my financial decisions effectively.

What do you dislike most about using Zuma Financial Advisors?

I would appreciate more community features to connect with other users.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me manage my budget better and reach my financial goals faster.

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Ana Sanchez
Ana Sanchez January 22, 2025

What do you like most about using Zuma Financial Advisors?

I appreciate the straightforward financial advice and the ease of setting up my budget.

What do you dislike most about using Zuma Financial Advisors?

I sometimes feel overwhelmed by the amount of information provided, but I can filter it out.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has empowered me to take control of my finances effectively, leading to better savings.

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Lucia Martinez
Lucia Martinez January 20, 2025

What do you like most about using Zuma Financial Advisors?

The financial literacy tools are a wonderful addition, educating users on making better financial decisions.

What do you dislike most about using Zuma Financial Advisors?

I think the app could benefit from a social feature where users can share tips and strategies.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me stay organized with my finances, which reduces anxiety around spending.

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Javier Santiago
Javier Santiago January 19, 2025

What do you like most about using Zuma Financial Advisors?

Zummi’s tailored recommendations are spot on and have helped me save more effectively for my future.

What do you dislike most about using Zuma Financial Advisors?

I would love to see more advanced analytics features to track my performance over time.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It simplifies my financial planning and has made me more disciplined about savings.

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Andres Vargas
Andres Vargas January 15, 2025

What do you like most about using Zuma Financial Advisors?

The app’s dashboard provides a clear overview of my financial status, which is incredibly helpful.

What do you dislike most about using Zuma Financial Advisors?

Sometimes the app feels like it could use more personalization options. I want to tailor my experience more.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

Zuma has helped me identify unnecessary expenses, allowing me to save for my future goals.

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Santiago Nunez
Santiago Nunez January 14, 2025

What do you like most about using Zuma Financial Advisors?

The financial planning aspect is incredibly useful. Zummi’s recommendations feel personalized.

What do you dislike most about using Zuma Financial Advisors?

It would be great if the app had a desktop version for easier access.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It helps me stay organized with my finances, making it easier to plan for future expenses.

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Emilio Ponce
Emilio Ponce January 13, 2025

What do you like most about using Zuma Financial Advisors?

Zummi offers great insights tailored to my financial habits, which has improved my budgeting.

What do you dislike most about using Zuma Financial Advisors?

The loading time can be slow at times, but it’s manageable.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has helped me clarify my financial goals and stay on track with my savings.

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Andrea Cortez
Andrea Cortez January 11, 2025

What do you like most about using Zuma Financial Advisors?

The financial tracking features are incredibly helpful, and Zummi makes it easy to understand my finances.

What do you dislike most about using Zuma Financial Advisors?

I wish there were more video tutorials to help me navigate the app.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

Zuma has empowered me to take charge of my finances and reach my savings goals.

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Marta Alvarez
Marta Alvarez January 10, 2025

What do you like most about using Zuma Financial Advisors?

The insights into saving and investment strategies are invaluable for someone new to finance.

What do you dislike most about using Zuma Financial Advisors?

I would appreciate more interactive tutorials to help new users understand the app better.

What problems does Zuma Financial Advisors help you solve, and how does this benefit you?

It has clarified my understanding of financial management, making it easier to save and invest.

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