Latinos in Finance

What Latinos in Finance does

Latinos in Finance (LIF) is a nonprofit professional membership organization founded in 2008 in San Francisco by Oscar Gonzalez and Emanuel Pleitez, who met while working in sales at Morgan Stanley and Goldman Sachs. The organization unites Latinx professionals across the financial industry — spanning investment banking, wealth management, corporate finance, and fintech — and has grown to over 2,000 members served from its headquarters at 333 Market Street, San Francisco. Core programming includes an annual Bootcamp (16 consecutive editions), a Scholarship Program for students pursuing finance and business degrees, a Mentorship Program, a 2025 university Ambassador Program, a Job Board, educational workshops, monthly in-person meetings, and a curated Student Resources library. Leadership is volunteer-based, with a documented succession of presidents and a current executive team drawn from firms including Peachtree Group, eBay, T-Mobile, Mercer, BlackRock, Allspring, Wells Fargo, Brown Advisory, and Generate Capital.

The underlying technology footprint is minimal: LIF operates on a Squarespace-hosted website that handles membership sign-up, event registration, job board postings, scholarship resources, and newsletter distribution. No proprietary platform, mobile application, APIs, SDKs, or AI/ML capabilities are disclosed, and the organization's product surface is fundamentally human-coordinated community programming rather than software. The go-to-market motion is community-led and event-driven, with growth reliant on word-of-mouth, campus ambassador networks, and corporate partnerships rather than paid acquisition or outbound sales.

LIF's business model is sponsorship- and donation-funded rather than fee-based. Individual membership is free, and the organization derives revenue from tiered Corporate Sponsorship packages (with Signature-tier sponsors including the San Francisco Federal Reserve and Allspring Global Investments at ~$465B AUM) and voluntary individual contributions via check, wire, or invoice. Distribution is direct-to-individual through website self-serve membership, and B2B through sponsorship outreach via a dedicated sponsorship email and recurring partner-hosted events.

Name

Latinos in Finance

Legal name

Latinos in Finance

Website

https://latinosinfinance.org

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Latinos in Finance is a nonprofit professional membership organization, founded in 2008 in San Francisco, that unites over 2,000 Latinx professionals in investment banking, wealth management, corporate finance, and fintech through bootcamps, scholarships, mentorship, a job board, and corporate-sponsored events.

Ownership category

akta.pro rank

Product category

Professional Association / Financial Industry Networking

NAICS

Professional Organizations (81392)

akta.pro industry

PRIMARYEDAAADAG

Financial & Consumer Integration (Banking, Credit, Taxes)

Education/Adult & Continuing Education/Citizenship & Immigrant Integration Education

SECONDARYBPAGAKAC

Corporate Foundations & CSR Grantmaking

Business & Public Services/Nonprofit, NGO & Social Services/Philanthropy, Foundations & Grantmaking

Keywords

• Finance professional networking
• Diversity mentorship programs
• Career development community
• Finance scholarship programs
• Corporate talent sponsorship

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. Corporate Sponsorships: LIF generates revenue through corporate sponsorship packages that provide companies access to diverse talent, recruitment opportunities, professional development events, and brand alignment with LIF's mission. Sponsorship packages include various levels of corporate benefits.
2. Individual Contributions and Donations: Individual members and supporters can make monetary donations to support LIF's mission. The organization accepts individual check donations, wire transfers, and provides invoice requests for tax purposes.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Latinos in Finance is a nonprofit professional membership organization that unites Latinx professionals across the financial industry through a free membership program, annual bootcamps, mentorship, scholarships, networking events, a job board, and educational workshops. Its core offerings center on community-building, career development, and talent pipeline services connecting individual members with corporate sponsors.

Product overview

Latinos in Finance (LIF) is a membership-based non-profit organization offering a unified platform of professional development services. The core offerings include a free membership program, annual scholarship and mentorship programs, the LIF Ambassador campus program, and the Annual LIF Bootcamp (15th and 16th editions). Supporting services include a Job Board, educational workshops, monthly meetings, corporate sponsorship opportunities, individual contribution options, and a curated Student Resources library. The organization connects over 2,000 Latinx professionals across the finance industry through exclusive events, networking opportunities, and career development resources.

Differentiator

Problem solved

Functional benefit

Products and services

• LIF Membership Program

Quantifiable outcome

• Over 2,000 Latinx professionals united across the financial industry
• +2 more outcomes

Named customers4 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered flagship, core and minor.

• San Francisco Federal ReserveflagshipGTM or Marketing PartnerThe San Francisco Federal Reserve serves as a Signature Sponsor of LIF. They are public servants with a mission to promote a healthy economy and support the nation's financial and payment systems. With offices in Los Angeles, Seattle, Salt Lake City, and Portland, they serve one-fifth of the nation's population. They engage with LIF to connect with diverse talent for banking supervision, cash operations, and financial services roles.
• Allspring Global InvestmentsflagshipGTM or Marketing PartnerAllspring serves as a Signature Sponsor of LIF. They are a leading asset management firm with close to $465 billion AUM, 24 offices globally, and over 480 investment professionals. Allspring connects with LIF for talent acquisition and supports DEI initiatives, including having Oscar Olivas serve as Co-Lead for Allspring's Hispanic/Latino ERG.
• Generate CapitalcoreStrategic or Co-development PartnerGenerate Capital hosted 'The Evolving Landscape of Renewable Infrastructure Investing' event for LIF members. Generate Capital is a capital and infrastructure firm. Monica Elizondo from Generate Capital serves on LIF's leadership team.
• Brown AdvisorycoreStrategic or Co-development PartnerBrown Advisory hosted the 'Elevar: Advancing Your Career Panel' event for LIF. Carlos Sanchez from Brown Advisory serves on LIF's leadership team as a Private Client Relationship Associate.
• Peachtree GroupcoreStrategic or Co-development PartnerVictor A. Espinosa, Interim President of LIF, is Vice President and Head of Global Business Development at Peachtree Group, a firm offering access to an investment platform with diverse portfolio of commercial real estate assets and other ventures.
• MercerminorStrategic or Co-development PartnerChristian De Leon, Bootcamp Co-Chair for LIF, is a Principal and Senior Investment Consultant with Mercer, focused upon large retirement plans.
• BlackRockminorStrategic or Co-development PartnerChristian De Leon previously spent twelve years with BlackRock before joining Mercer, with roles including Head of DC for BlackRock's ETF & Index Investments.
• Wells FargominorStrategic or Co-development PartnerMultiple LIF leaders have connections to Wells Fargo - Janeth Medina was VP at Bank of the West (acquired by BMO), Gabriel Felipe is an Internal Audit Associate, and Adriana Navarro worked at Wells Fargo early in her career.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Association of Latino Professionals For America (ALPFA): ALPFA is the largest Latino professional association in the U.S., focused on empowering and developing Latino leaders across business and finance. ALPFA competes head-to-head with LIF for Latinx finance talent, members, and corporate sponsorship dollars.
• Hispanic Association on Corporate Responsibility (HACR): HACR is a nonprofit focused on advancing Hispanic inclusion in corporate America, with significant focus on financial services corporate partnerships and pipeline programs. It overlaps with LIF in mission, target demographic, and corporate sponsorship base.
• National Black MBA Association: National Black MBA Association is a professional membership organization that drives diversity in business and finance through career development, corporate partnerships, and chapter-based community programming. Its member-base model and corporate sponsor economics closely mirror LIF's.
• Toigo Foundation: Toigo Foundation is a nonprofit dedicated to increasing the representation of underrepresented minorities in the finance industry through scholarships, leadership programs, and corporate partnerships. Its programming and target audience substantially overlap with LIF's scholarship and bootcamp offerings.
• The Consortium for Graduate Study in Management: The Consortium is a nonprofit consortium of leading business schools and corporations dedicated to increasing diversity in business education and leadership. Like LIF, it operates as a pipeline organization leveraging corporate sponsorship to support underrepresented talent in finance.
• Management Leadership for Tomorrow (MLT): MLT prepares underrepresented talent for careers in business, including finance, through career development programs, mentorship, and corporate partnerships. It is a close comparable to LIF in mission, structure, and corporate sponsorship monetization.
• Sponsors for Educational Opportunity (SEO): SEO is a nonprofit that provides career development and internship programs for underrepresented students, with deep finance and corporate partnerships. It directly competes for the same Latinx/underrepresented talent pool and corporate sponsorship budget as LIF.
• National Association of Securities Professionals (NASP): NASP is a nonprofit professional association promoting the participation of minorities in the financial services industry. Its mission, member-base, and corporate sponsorship model closely mirror LIF's, and it competes for the same corporate DEI recruiting partners.

Emerging players

• Robert F. Smith Foundation / Student Freedom Initiative: Student Freedom Initiative is a nonprofit that supports underrepresented students pursuing STEM and business education through income-share agreements, scholarships, and career programming. It is a comparable mission-driven, sponsorship-funded talent-pipeline nonprofit targeting similar underrepresented communities.
• Forte Foundation: Forte Foundation is a nonprofit focused on launching women into business and finance leadership through education, career resources, and corporate partnerships. Its model, sponsorship structure, and pipeline orientation closely parallel LIF's, though its target demographic differs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/latinasinfinance
• LinkedInlinkedin.com/company/latinos-in-finance

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Latinos in Finance