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Reach out to our team 1-800-935-7214

for Accountants
& Their Clients

Questions? Reach out to our team at  1-800-935-7214

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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

Personal investments

Financial Advice

Budget tracking tools

Financial Education

Home-buying resources

Emergency Reserve

Health insurance options

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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

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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.

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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.

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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

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Get step-by-step guidance

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

Questions? Call 1-800-935-7214

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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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