Finhabits

New York, United States Founded: 2015 • Age: 11 yrs
Retirement planning platform
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Finhabits Advisors Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Finhabits

Finhabits offers a comprehensive portfolio of products and services, including Investment Account, Health Insurance Service, and Finhabits App.

Product name locked
Category locked
Primary

Manages diversified portfolios and retirement accounts for users.

Product name locked
Category locked
Locked

Assists in finding and applying for affordable health plans.

Product name locked
Category locked
Locked

Enables money management and educational content access.

People of Finhabits

Headcount 10-50
Employee Profiles 5
Employee Profiles
People
Julien Serdaru
CTO
People
Rogelio Pier Martinez
COO
People
Carlos Armando Garcia
Founder & CEO
People
Diana Fernández
Community Manager

Unlock access to complete

Funding Insights of Finhabits

Premium access

Detailed funding history for Finhabits

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Finhabits

Investments
Premium access

Investment portfolio details for Finhabits

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Finhabits

Premium access

Detailed financials for Finhabits

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Finhabits Comparisons

Finhabits Primary company
Description
Retirement planning platform
Location
New York, United States
Founded Year
2015
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Finhabits

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
AI-enabled financial planning and advisory solutions are provided for individuals.
Locked Locked Locked
Retirement, health, and college savings services are administered nationwide.
Locked Locked Locked
Personal finance management and investment advise
Locked Locked Locked
App-based financial planning and management platform for individuals
Locked Locked Locked
An app-based platform is provided for individual wealth management.
Locked Locked Locked
Financial planning and advisory platform
Premium access

Detailed competitors of Finhabits

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Finhabits

Premium access

Complete news archive for Finhabits

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Finhabits

Finhabits was founded in 2015.

Finhabits is headquartered in New York, United States. It is registered at New York, New York, United States.

Carlos Garcia is the current CEO of Finhabits. They have also founded this company.

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.

Finhabits's top competitors include The Tifin Group, Ascensus and Farther.

Finhabits offers Investment Account, Health Insurance Service, and Finhabits App.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available