Suma Wealth

Money Goals Achieved

[Suma Wealth @wearesuma]

Y que vivan los primos who always send us the best side hustles! 🙌

[Suma Wealth @wearesuma]

Every transaction is a choice about the world you want to build. Your money is your voice, and our community's strength is in how we use it. 💸

[Suma Wealth @wearesuma]

@HOPELatinas Feeling so much gratitude!

[Suma Wealth @wearesuma]

@VamosVentures We couldn't have done it without you!

[VamosVentures @VamosVentures]

Join us at #DineroFest 2024 with @wearesuma! 💸 Celebrate your culture, discover financial insights, and enrich your financial path. Secure your spot today ➡️ https://t.co/UaPxPmPORp

[M13 @M13Company]

"I love that idea of sharing your seat at the table and using it to share that access with others. That's a goal that I have too: Using the position that I have to open doors for other people." —M13 Partner @annawbarber

Anna recently interviewed @Bea_latina, co-founder and CEO of @wearesuma, a #fintech platform empowering young US Latinos with culturally relevant financial education and services for generational wealth and economic empowerment.

Check out their conversation on @EverywhereVC's podcast to learn about the inspiration behind SUMA Wealth, the trials and triumphs of building a company, the power of pivoting in one's career, and SUMA Wealth's collaboration with #PledgeLA to promote tech inclusion: https://t.co/0M7XIK50PZ

[Suma Wealth @wearesuma]

3 tips to keep the financial literacy month momentum going:

➡️ Educate Yourself About Money.
➡️ Set Financial Goals.
➡️ Share Your Knowledge with Others.

[Suma Wealth @wearesuma]

Make it your aim to set clear goals 💪⚡️: Know what you’re saving for—vacation, emergency fund, new shoes?... a luxury car?

[Suma Wealth @wearesuma]

Normalize talking money with your familia and friends! ⚡️🙌

[Jannese Torres | Yo Quiero Dinero® 🇵🇷 @DineroPodcast]

Today I helped my partner’s mom set up a Roth IRA. She works in the service industry and has never had access to a 401(k). It’s such a disservice that this country forces people to secure their own retirement while not providing any type of guidance or education on the matter.

[Suma Wealth @wearesuma]

👀👀

[VITALIZE Venture Capital @VitalizeVC]

Industry Trend:

The startup ecosystem is maturing as we witness the decline of 'venture tourism' 📈

[Suma Wealth @wearesuma]

Good News! If your flight ✈️ is significantly delayed or cancelled, you are now entitled to an automatic refund, according to the Transportation Department 👀💰⚡️

[Isabel Casillas Guzman @SBAIsabel]

President Biden’s Investing in America agenda is driving a small business boom, and Black-owned small businesses are playing a vital role. I joined the @OurMayors conference in Atlanta today to discuss how we can continue to help all entrepreneurs start & grow businesses. #AAMA10

[Suma Wealth @wearesuma]

Springtime 🌸 is a prime time to declutter your house and make that extra cash by reselling items of value.

[Suma Wealth @wearesuma]

Would you buy gold from Costco as an investment?

[Suma Wealth @wearesuma]

Did you know that simply unplugging devices you don’t use can potentially save you up to $100 annually, depending on your household’s average electricity consumption and rates. ☝️💸

[Suma Wealth @wearesuma]

Happy Monday! Don't forget to give your bank account a visit!!

[Suma Wealth @wearesuma]

Check out a snippet of the episode below, where our Jefa champions the importance of building wealth while young! 🌸
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Thanks again @EverywhereVC!

[Suma Wealth @wearesuma]

🌸🫶

[Anna Barber @annawbarber]

Such an honor to be a small part of the journey of @wearesuma under the leadership of @Bea_latina - and always fun to catch up and hear the latest! @M13Company @EverywhereVC