Financial Services · seed

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.

Location
New York, New York, United States
Employees
51-200
People Mapped
16
Industry
Financial Services

Reporting structure

16 people mapped
  • Carlos Garcia
    Carlos Garcia
    Founder and CEO
    Executive
    • Rogelio Pier Martinez
      Rogelio Pier Martinez
      Chief Operating Officer
      Executive
    • Julien Serdaru
      Julien Serdaru
      Chief Technology Officer
      Executive
      • Jorge Alejandro Garcia
        Jorge Alejandro Garcia
        Software Engineer
    • Ricardo Correa
      Ricardo Correa
      Chief Financial Officer
      Executive
      • JY
        Janice Yang
        VP of Finance
        Executive

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).

Marketing · 3Leadership · 2Operations · 2Customer Success · 1Data & Analytics · 1Design · 1Engineering · 1Finance · 1

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.

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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 →