Finhabits
Finhabits is a bilingual digital platform that helps Latinos in the U.S. build long-term savings and investing habits, offering retirement, investing, and insurance products.
Reporting structure
16 people mapped
Carlos GarciaFounder and CEOExecutive
Rogelio Pier MartinezChief Operating OfficerExecutive- +3 reports →
Sandra Gutierrez LasprillaHead of Lifecycle and OperationsExecutive - +3 reports →
Walter BozaSenior Vice President MarketingExecutive - +1 report →
Christy UbellackerVP of ProductExecutive
Julien SerdaruChief Technology OfficerExecutive
Jorge Alejandro GarciaSoftware Engineer
Ricardo CorreaChief Financial OfficerExecutive- JYJanice YangVP of FinanceExecutive
This view shows the leadership structure. 7 more people are mapped in the full chart.
See the full org chart on Crustdata →About Finhabits's team
Finhabits is a seed-stage Financial Services company based in New York, New York, United States with roughly 51-200 employees. Finhabits's team spans 3 in marketing, 2 in operations, 1 in customer success, 1 in data & analytics and 1 in design. Finhabits is led by Carlos Garcia, Founder and CEO, alongside Rogelio Pier Martinez (Chief Operating Officer), Julien Serdaru (Chief Technology Officer), Ricardo Correa (Chief Financial Officer), Walter Boza (Senior Vice President Marketing), Christy Ubellacker (VP of Product) and Janice Yang (VP of Finance).
Frequently asked questions about Finhabits
What does Finhabits do?▼
Finhabits is a seed-stage Financial Services company based in New York, New York, United States with roughly 51-200 employees. Finhabits's team spans 3 in marketing, 2 in operations, 1 in customer success, 1 in data & analytics and 1 in design. Finhabits is led by Carlos Garcia, Founder and CEO, alongside Rogelio Pier Martinez (Chief Operating Officer), Julien Serdaru (Chief Technology Officer), Ricardo Correa (Chief Financial Officer), Walter Boza (Senior Vice President Marketing), Christy Ubellacker (VP of Product) and Janice Yang (VP of Finance).
Who is the CEO of Finhabits?▼
Carlos Garcia is the CEO of Finhabits, serving as Founder and CEO. Carlos Garcia leads the company and its executive team.
Who is on the leadership team at Finhabits?▼
Finhabits's leadership team is led by Carlos Garcia (Founder and CEO) and includes Rogelio Pier Martinez (Chief Operating Officer), Julien Serdaru (Chief Technology Officer), Ricardo Correa (Chief Financial Officer), Walter Boza (Senior Vice President Marketing), Christy Ubellacker (VP of Product), Janice Yang (VP of Finance). Each runs a function within the company.
How is Finhabits's team structured?▼
Finhabits's team spans 3 in marketing, 2 in operations, 1 in customer success, 1 in data & analytics and 1 in design. Each department reports up to the leadership team, as shown in the org chart above.
How big is the marketing team at Finhabits?▼
Finhabits's marketing team has 3 people, making it the largest team at Finhabits.
How big is the operations team at Finhabits?▼
Finhabits's operations team has 2 people, making it the second-largest team at Finhabits.
How big is the customer success team at Finhabits?▼
Finhabits's customer success team has 1 person, making it the third-largest team at Finhabits.
How many employees does Finhabits have?▼
Finhabits has 16 employees, of which 3 work in marketing, 2 in operations, 1 in customer success, 1 in data & analytics and 1 in design.
Where is Finhabits headquartered?▼
Finhabits is headquartered in New York, New York, United States.
What funding stage is Finhabits at?▼
Finhabits is a seed-stage company operating in Financial Services.
How do I update or remove a profile on this page?▼
To correct or remove a profile from Finhabits's page, email info@insideorg.com with the name and page link. Verified requests are processed within a few business days.
Reach the team at Finhabits
Get the complete team for Finhabits with verified work and personal emails, direct phone numbers, plus headcount, funding and growth signals, all through API.
Get the full team on Crustdata →