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SUMA Wealth CEO Acevedo said:
“We are very excited to be working with MX to further our mission of closing the wealth gap within the Latinx community. We talked to many other vendors and those conversations were very much transactional. With MX it was personal, and their attention to detail was unmatched. They want to build something alongside us that matters. It’s a true partnership.”
SUMA is using the MX financial data platform to provide clean and enhanced data to empower its users to view, manage, move and grow their wealth — helping the Latino community both overcome current financial challenges, and create a more prosperous future.
“Working closely with SUMA to help them provide personalized financial advice for the Latinx community aligns strongly with our mission to empower the world to be financially strong, through MX’s powerful financial data platform,” said Nate Gardner, chief customer officer at MX. “SUMA was able to stand up their beta product in a matter of months, and begin providing meaningful engagement to their customers. We look forward to our continued partnership into the future.”
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