Finhabits
Information by Research Trustfinance
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.
United States
Industry
- Financial AdvisementPRIMARY
- Insurance
- Other Service
- Wealth Management
Financial
HQ Location