Suma Wealth is a financial technology company with a mission to increase prosperity, opportunity, and financial inclusion for young U.S. Latinos. Founded by Beatriz Acevedo and Xavier A. Gutierrez, the company provides a platform with accessible financial tools, educational content, and engaging digital experiences designed to empower the Latino community to take control of their financial future. It is not a bank or a registered investment advisor, but rather a financial wellness and education-focused company.

Founded in

United States