SUMA Wealth is the leading financial technology company devoted to increasing prosperity, opportunity, and financial inclusion for young, U.S. Latinos. SUMA's innovative approach deploys technology to build financial tools that are engaging, culturally relevant, and useful to the community. SUMA also creates user-centric content and brand-based experiences that inspire, inform and empower the community to build wealth and control their financial future.
| Website | https://sumawealth.com/ |
| Employees | 41 (22 on RocketReach) |
| Founded | 2020 |
| Industry | Financial Services, Financial Software, Information Services (B2C) |
| Keywords | Financial Technology, Fintech, Wealth Management, Financial Inclusion, Economic Empowerment, Technology For Finance, Financial Planning, Investment Management, Retirement Planning, Millennial Finance, Financial Education, Building Wealth, Financial Tools, Young Adult Finance, Financial Literacy, Online Investing, Mobile Investing, Investing For Beginners, Affordable Investments |
| Competitors | Fidelity Investments, Merrill Edge, Ally, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, TD Ameritrade, Betterment, Wealthfront, Acorns, Personal Capital +38 more (view full list) |
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Beatriz Acevedo is the CEO and Co-Founder of Suma Wealth.
22 people are employed at Suma Wealth.