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Finhabits

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United States

Founded in

2017 (8 Years)

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Get to know Finhabits

Founded by Carlos Garcia, Finhabits is a fintech company with a mission to make financial services more inclusive for the U.S. Latino community. It operates as a bilingual (English and Spanish) mobile-first platform that simplifies building financial habits. The service offers investment accounts, traditional and Roth IRAs, and access to insurance products, primarily using diversified, low-cost ETF portfolios. Finhabits is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA), providing automated investment advice and financial education to its clients.

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  • Financial Financial AdvisementPRIMARY
  • Financial Insurance
  • Financial Other Service

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