We’re out to help people get into the smart habit of investing and saving for their retirement, by making it simple and efficient.
Our Core Values
A deep commitment:
We’re serious about helping all people get in the habit of smart investing.
A level playing field:
We honor our roots and want to help close the wealth gap in our community.
Fairness in fees:
We’re committed to keeping costs fair and clear.
Industry-leading technology made for smart investing
You don’t need to be a millionaire to invest smartly. Our technology, based on cutting-edge infrastructure, gives you easy access to superior, low-cost investing and retirement savings options. And we watch out for every customer by monitoring accounts daily, and rebalancing portfolios and reinvesting dividends as needed.
Experts behind our portfolios with more than 14 years of experience
With 14 years of successful institutional portfolio and risk management experience, we’re experts on providing low cost, high value investment and retirement options designed to maximize returns. Designing portfolios using high-quality index funds from Vanguard and BlackRock means you benefit from diversified investing that spans the globe and asset classes.
A shared habit, a shared future.
Finhabits has a perspective that’s unique among financial companies. We know that many families don’t often talk about building good money habits – and that leaves young adults at a disadvantage when it comes to investing and saving for their retirement. By offering a simple, easy-to-access service, we want to make good financial habits the new norm in our community. Let’s move forward, together.
We are a certified B Corporation, which is recognized as the highest standard for social corporate responsibility.