About sum
As of: July 2026
sum is the app that brings all your finances into one place. Our mission: help you gain an overview and work toward your financial goals — step by step.
Our mission
We believe financial clarity begins with an overview. sum brings your accounts, portfolios and spending into one place and guides you from the first overview through a clear plan to deliberate saving and investing. sum is in early access: today you bring your transactions together via CSV import; automatic bank connection (PSD2) is in progress.
Who is behind it
Founded by Frido — 15 years in finance, with experience as CPO and CTO at the intersection of product, finance and technology. Based in Munich.
How our editorial team works
Our guides are based on verifiable sources (including studies and official statistics), state their date, and are kept up to date. We provide orientation, but not individual investment or tax advice.
Contact
Questions or feedback? Write to us at hallo@sum.investments. Imprint and privacy policy are in the footer.