Hispanic Wealth, LLC

Hispanic Wealth provides culturally-inclusive financial education to businesses and individuals. We empower people to take control of their finances by providing them with the education, motivation, and access to competitive financial services to help them achieve financial prosperity.

Purpose

We empower people to take control of their finances.

We are a diverse, highly skilled, like-minded team that came together under a common goal; intervene and fundamentally break the vicious cycle of precarity and financial exclusion which is prevalent at the base of the pyramid where Latinos and African Americans are over-represented. We are all focused on making financial education simple and reachable for the common folk. We are sensitive to the importance that culture plays in building long-term wealth.

We recognize that every person is at a different moment in their financial journey, their needs are unique, yet age cohorts follow certain saving and spending patterns. We help our clients understand where they are in their journey and provide each individual with a sequence of learning outcomes and financial milestones that makes sense for them.

Manuel Carvallo

President , Hispanic Wealth, LLC

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We believe it is vital to state clearly to the world the set of our beliefs about Inclusive Capitalism. As such, we start with our Statement of Guiding Principles for Inclusive Capitalism. Knowing that words alone are not enough, each of us is making a series of commitments about how we will operate our institutions so that they help achieve Inclusive Capitalism. These commitments are forward-looking statements based on current goals, expectations and assumptions, which are not guarantees of future performance. For more information, please refer to our Terms of Use

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Summary

Hispanic Wealth will promote financial inclusion among minorities by providing culturally-adequate financial literacy courses to 10,000 adults by 2023.

Activities & Initiatives

Hispanic Wealth is developing financial literacy programs for adults that are adapted to the culture of the minority groups we serve. The curriculum of each program is aimed to cover financial concepts and the multiple financial decisions a person faces during a lifetime. Each one of those concepts or decisions are covered in one or more lectures, and each lecture is developed with a mix of videos, short readings, games, tasks, tests, and feedback questionnaires. Throughout the course we provide motivation to both learn and use the knowledge in practice. Our courses are mostly delivered in partnership with employers, non-profits, or faith-based organizations of all denominations. We encourage users in the adoption of formal financial services to drive financial inclusion. We believe that a financial education is a first step against an economy of exclusion. Our goal is to have individuals educated enough to be accountable for, and in control of their own finances.

Measures & Targets

Hispanic Wealth will measure progress by tracking the number of individuals that have access to a course, the utilization, and the degree of advancement for each individual. Our goal is to provide access to financial education to 10,000 adults by the end of 2023.

We will also measure progress by tracking the number of employers, non-profits, and faith-based institutions, with the goal of collaborating with at least 30 institutions by the end of 2023.

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Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.