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Finhabits for Accountants & Their Clients
Questions? Reach out to our team
at: 1-800-935-7214
Our solution
Finhabits wants your clients and their employees to grow together. We combine an affordable 401k retirement savings plan with a financial wellness platform that helps both your business and your employees prosper.
  • Retirement Savings
  • Financial Advice
  • Financial Education
  • Emergency Reserve
  • Personal investments
  • Budget tracking tools
  • Home-buying resources
  • Health insurance options
What do your clients get?

  • If eligible, their businesses can apply for tax credits to cover:

  • Up to 100% of administrative costs of establishing the plan**

  • Up to $1,000 of matched contributions per employee per year

  • Plus… the same employee benefits, including contribution limits up to 3X higher than IRAs

    ** Source: SECURE Act 2.0

What do their employees get?

  • A retirement savings plan with investment advice, plus:

  • Financial education and habit-building tools

  • Mobile app available in English and Spanish

  • Phone and virtual support

  • Additional investment options

  • Online financial coaching

What does your firm get?

  • Referral program benefits

  • Dedicated relationship manager

  • Personalized client portal

  • Launch plan promotional materials

  • Resource center to boost employee participation

  • No administrative headaches

Join the Finhabits Partner Program
We invite selected professionals, including accountants, and tax and payroll experts, to join our referral partner program. This program enables you to provide Finhabits’ innovative financial wellness products to your clients and assist them in maximizing tax credits and incentives, while adding a new revenue stream to your own practice.
Questions? Reach out to our team
at: 1-800-935-7214
A smart solution that you &
your employees can trust
Easy-to-manage
plans
Plan administration 3(16), record keeping, fiduciary oversight, and investment management 3(38) are included in our plans.
Safe harbor
status
Designed to automatically pass most nondiscrimination tests required by the IRS.
Matching
options
Finhabits has different 401k match options to help incentivize your employees to contribute to their plan.
Smart
investments
Help your employees save efficiently for retirement with low-cost target date funds.
Build financial
habits
Our platform helps your employees gain control of their finances so they can thrive at work.
Bilingual
mobile app
Employees can download our bilingual app to access educational tools and monitor their account.
Finhabits is a B-certified corporation that has served over 80 thousand clients in the United States since 2015.
Frequently asked questions
Who can join the Finhabits Partner Program?

Selected professionals, including accountants, bookkeepers, and tax and payroll experts, can apply to our partner program.

How do I sign up for the Finhabits Partner Program?

It's easy! To apply for the Finhabits Partner Program just fill out the form on this Website or call us to request more information at 1-800-935-7214.

What are Finhabits b2b services?

Finhabits offers innovative financial wellness benefits that help businesses attract and retain their best employees.

Is Finhabits for exclusive for Latino businesses or Latino workers?

Finhabits is a company that has been recognized by the retirement and tech industry for its deep commitment with employee diversity and inclusion. However, Finhabits is available for every business and worker in both English and Spanish language.

Get step-by-step guidance

Our U.S.-based team offers support in English and Spanish.


Questions?
Call 1-800-935-7214

Sign up now

This material has been provided for informational purposes only, and is not intended to provide investment, legal or tax advice. Check with your tax advisor to determine what tax credits and tax deductions may be available for your business. Finhabits does not provide tax, legal or accounting advice. Investment advisory services offered through Finhabits Advisors LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future returns. There are risks involved with investing. Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in certain states. Finhabits Advisors LLC is not a fiduciary to insurance products or services.

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