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Podcast: Β‘Echale Podcast!
Episode: Ep. 50: SUMA: Financial Tools for Latinos
Description: Closing the wealth gap is at the heart of Suma Wealth's mission. In only two years we have become the number one financial hub for Latino GenZ and Millennials and their community in the US. Our platform is the first to embrace culture as a means of simplifying financial concepts via education and training, while offering easy-to-use tools, such as saving, money management and AI coaching, all tailored to the unique needs of our community. Our value proposition of financial culture as a service has unlocked partnerships with Chase, Fidelity, Intuit, Morgan Stanley, Verizon and Wells Fargo, to name...