About Finhabits
Finhabits is a company based in New York (United States) founded in 2015 by Carlos Garcia.. Finhabits offers products and services including Investment Account, Health Insurance Service, and Finhabits App. Finhabits operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter New York, United States
- Founders Carlos Garcia
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Finhabits Advisors Llc
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Annual Revenue
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Net Profit
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Employee Count
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Products & Services of Finhabits
Finhabits offers a comprehensive portfolio of products and services, including Investment Account, Health Insurance Service, and Finhabits App. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages diversified portfolios and retirement accounts for users.
Assists in finding and applying for affordable health plans.
Enables money management and educational content access.
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Funding Insights of Finhabits
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Finhabits
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Finhabits
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Finhabits Comparisons
Competitors of Finhabits
Finhabits operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Finhabits
Frequently Asked Questions about Finhabits
When was Finhabits founded?
Finhabits was founded in 2015.
Where is Finhabits located?
Finhabits is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Finhabits?
Carlos Garcia is the current CEO of Finhabits. They have also founded this company.
What does Finhabits do?
Finhabits is a retirement planning platform. Allows the users to open an individual retirement account (IRA). They can schedule automatic contributions of minimum 5 a week. The app is available for iOS and Android platform. Charges a fee of 1 per month for accounts under 2,500 and 0.5 per year for accounts above 2,500.
Who are the top competitors of Finhabits?
Finhabits's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Finhabits offer?
Finhabits offers Investment Account, Health Insurance Service, and Finhabits App.