Overview

Finhabits

Information by Research Trustfinance

https://www.finhabits.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Insurance
  • Other Service
  • Wealth Management