SUMA Wealth Goes Live on MX Financial Data Platform

MX, a financial data platform, this week announced that SUMA Wealth, a Fintech company for U.S. Latino youth founded by successful entrepreneurs Beatriz Acevedo and Xavier Gutierrez, has gone live on the MX platform for data aggregation and data enhancement to power SUMA’s custom-built financial tools. SUMA will soon roll out MX’s financial insights product — a personalized social media-style feed of financial insights built for high engagement and quick consumption.

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.”



Sponsored Links by DQ Promote

 

 

Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Oct 19, 2026 vs Jan 1, 2025 - Oct 19, 2025

Share this graph
Number of Filings129Prior 123 +4.9%
Target Raise, Total$3.37BPrior $3.45B -2.2%
This YTDYear priorChange
Filings 129 123 +4.9%
Target raise $3.37B $3.45B -2.2%

Sponsored by the Crowded Media Group the leading digital news service covering the global Fintech Industry, including digital assets, crowdfunding, tokenization, and other innovations in capital markets. email us @CrowdfundInside

Source: DisclosureQuest. Initial Form 1-A only.

Created by Crowded Media Group

This display counts initial Form 1-A filings only. It does not represent subsequent filings, including Form 1-A/A amendments or Form 1-A POS post-qualification updates filed by the issuer. Amounts are the stated Amount to be Raised on the initial filing, not capital raised and not amounts revised in later filings.

0 0 votes
Article Rating
Subscribe
Notify of
guest

This site uses Akismet to reduce spam. Learn how your comment data is processed.

0 Comments
Newest
Oldest Most Voted
 
0
Would love your thoughts, please comment.x
()
x
Send this to a friend