Business introduction
Your friend for finding a financial advisor
Speak with our team to see if financial advice is right for you
Habits is the leading marketplace helping individuals and families find their perfect financial advisor. Our platform has empowered thousands to evaluate, compare, and connect with a vetted network of trusted advisors, transforming how people approach financial decisions.
We’re proud winners of 1871's FinTech Summit, emerging as the top choice out of 46 innovative companies. Backed by notable investors like Atlanta Ventures, Elevate Ventures, and Flywheel Fund, we oversubscribed our $1.1M pre-seed round and are scaling rapidly.
Our CEO, Jack Boudreau, reaches millions monthly across TikTok, Instagram, and LinkedIn, inspiring a new generation to take control of their financial future.
Habits Solutions
Habits for Financial Advisors
Top-tier financial advisor network The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement. Habits advisors are different... No asset or income minimums Vetted for you by a national board of experts Transparency of cost structures and specializations ...
