SPZ Legal is proud to have supported Mooch in its acquisition by Suma Wealth. This transaction represents an important milestone for both companies, combining Mooch’s innovative AI-driven savings platform with Suma’s mission to provide culturally relevant financial tools for underserved communities.
“Without SPZ, I’m not sure this deal gets done. They had a great balance of protecting my interests & understanding what was needed to close.”
- Ricky Velasquez, Founder of Mooch
About Mooch: Mooch has built a reputation for helping users achieve financial wellness by automating savings and encouraging healthier financial habits. Its cutting-edge platform uses artificial intelligence to make saving money effortless, empowering users to work toward their financial goals without unnecessary complexity. By streamlining financial management, Mooch has carved out a niche in providing accessible solutions to help people take control of their finances.
About Suma Wealth: Suma Wealth, a purpose-driven company that empowers the Latino community with financial education and tools tailored to their unique cultural and financial needs, has consistently demonstrated its commitment to fostering generational wealth and financial equity. The acquisition of Mooch is a natural next step in Suma Wealth’s growth, enabling it to offer even more robust solutions for underserved communities. This strategic alignment highlights how forward-thinking companies can leverage partnerships to deepen their impact and expand their reach.
At SPZ Legal, we provide tailored legal guidance that ensures mergers and acquisitions are structured to protect your interests, achieve your goals, and set the foundation for long-term success. Whether you’re seeking to acquire, be acquired, or prepare your business for a potential transaction, our team has the expertise to navigate the complexities of the process and deliver value at every stage.
Discover how SPZ Legal can help your business succeed in strategic Mergers & Acquisitions transactions.
