What is SUMA?

Somos SUMA

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SUMA is a wealth building digital platform for the Latinx Community via a holistic approach of digital media, fin-tech and virtual experiences.

SUMA is a digital platform to teach the Latinx Community how to build and sustain wealth. SUMA is a revolutionary financial inclusion brand that inspires, informs and empowers the Latinx community. Suma uses the holistic approach of digital media, fin-tech and virtual experiences to spice up dry and complex topics of investment, debt management, and creating and sustaining wealth. Most importantly, we translate these topics to the global community of Latinx individuals.

By creating culturally relevant content, virtual experiences, and providing financial tools we want to demystify and reimagine financial inclusion. Through entertainment we aim to become the trusted source to help the Latinx community both overcome current financial challenges, and create a more prosperous future.

SUMA was founded by an experienced team of entrepreneurs, financial professionals and socially minded change agents with a track record of successfully building iconic brands for Latinx audiences. SUMA leverages a deep knowledge of what moves this influential demographic.

Our Vision

To eliminate the Latinx wealth gap

Our Vision

Our Mission our-mission-mb

Bring financial inclusion to the Latinx community by making money matters RELATABLE, ACCESSIBLE, and SIMPLE TO UNDERSTAND.

Nuestra
Mission

Engage

Engage

  • Bring financial inclusion to the Latinx community by making it RELATABLE, ACCESSIBLE, and SIMPLE TO UNDERSTAND
  • Build TRUST of financial products/services in the Latinx community
  • Increase CONFIDENCE of Latinx households in addressing financial matters
Educate

Educate

  • Be the TRUSTED SOURCE of financial knowledge and information
  • Build FINANCIAL COMPETENCY
  • Share resources that are USEFUL, easy to understand, and RELEVANT to our target demographic
Empower

Empower

  • Deliver IMPACTFUL financial tools, products and services
  • Turn awareness, conversation and consideration into ACTION by increasing the utilization and proliferation of financial products/services
  • Transform Latinx families into CONFIDENT and COMPETENT consumers of financial products/services

Meta de Dinero

MONEY GOALS

  • Influence a positive change in the perception and understanding of financial inclusion within the Latinx community to become a trusted go-to source for information, resources, and tools designed specifically with Latinx success in mind.
  • Organically incorporate financial inclusion into the U.S. Latinx lexicon and make financial topics accessible, understandable, relevant, and even enjoyable. All in order to empower Latinos to take control of their journey and own their economic power.
  • Provide useful and necessary tools to help Latinos overcome financial challenges and build sustainable generational wealth.

WANT TO PARTNER with SUMA?

We believe that it takes a village to help our community succeed. If you share our mission and are interested in collaborating to support and empower Latinos in their financial journey, we’d love to hear from you.

LET’S PARTNER

The minds behind SUMA

BEATRIZ ACEVEDO

Proud Latina Entrepreneur, Community Builder, Thought Leader, & Social Advocate, Bilingual multi award winning Producer and Cultural Strategist.

Past Ventures & Clients: LA Collab (Co-Founder), mitú (Founder), Discovery Networks, Viacom, Comcast, Food Network, Travel Channel. Nestlé, Microsoft, PepsiCo, Levi’s, State Farm, Verizon, Spotify, Vimeo.

Boards: LA2028 Olympic Committee, Homeboy Industries, Pocketwatch, Acevedo Foundation.

Advisory boards: Delta Airlines, Office of Mayor Eric Garcetti, Latino Donor Collaborative, Encantos Media, Encantos Media, Annenberg Foundation and PledgeLA.

XAVIER A. GUTIERREZ

Experienced Dealmaker and Business Executive, Private Equity Investor, Commercial Banker, Institutional Fund Manager, Corporate Board Leader, Mergers & Acquisitions Executive, Capital Markets Professional, Corporate Strategist.

Arizona Coyotes, Clearlake Capital Group, Commercial Bank of California, Meruelo Group, Phoenix Realty Group, Latham & Watkins, National Football League.

California Community Foundation, United States Hispanic Chamber of Commerce, Hispanic Scholarship Fund, Securities & Exchange Commission Advisory Board.

9thWonder

9thWonder is an independent marketing agency built for business impact. 9thWonder was founded in 2018 when agency entrepreneur Jose Lozano formalized a collective of successful independent agencies as one integrated enterprise.

Capabilities include: research, brand strategy, media planning, creative, website development, public relations, social media and more. The agency brings together diverse thinkers and specialties from across seven offices (Houston, Dallas, Denver, Los Angeles, New York, Buenos Aires, Argentina and Nha Trang, Vietnam) to identify hidden opportunities, generate marketplace results and develop lasting advantages for clients across a wide-range of industries.

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