Ep. 50: SUMA: Financial Tools for Latinos
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 a few. For more information visit https://sumawealth.com/ Daniela Corrente is a dynamic entrepreneur and accomplished professional passionate about driving social and economic change as a way to foster true equality. Recognized as "Latina of the Year" by the Latinas in Tech organization and featured among the "Top Female Founders" by INC magazine, Daniela is a leading force in the world of innovation, focused on addressing the wealth gap through cutting-edge financial solutions. View us on Youtube: Youtube.com/JoseQuinteroTV Follow Echale Podcast: @EchalePodcast l Jose Quintero: instagram.com/josequinterotv Tik Tok: www.tiktok.com/@josequinterotv Business Inquiries: [email protected]
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Show Notes
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 a few. For more information visit https://sumawealth.com/
Daniela Corrente is a dynamic entrepreneur and accomplished professional passionate about driving social and economic change as a way to foster true equality. Recognized as "Latina of the Year" by the Latinas in Tech organization and featured among the "Top Female Founders" by INC magazine, Daniela is a leading force in the world of innovation, focused on addressing the wealth gap through cutting-edge financial solutions.
View us on Youtube: Youtube.com/JoseQuinteroTV
Follow Echale Podcast: @EchalePodcast l
Jose Quintero: instagram.com/josequinterotv
Tik Tok: www.tiktok.com/@josequinterotv
Business Inquiries: [email protected]