Prospecting shouldn't
take
you hours.
We built a better way to research audiences, companies, and people, understand what matters to them, and start better conversations.
It started with an audience, not a company.
Our founder Jack didn't set out to build a fintech startup. He built a system for himself: tracking what his own audience was thinking about, and showing up at the right moment with the right thing to say.
It worked. That audience grew to over 10 million followers and millions of monthly views across TikTok, Instagram, and LinkedIn, built almost entirely on knowing what people needed to hear, and when.
We turned that into a financial advisor marketplace.
In 2023, we launched Habits as a free marketplace connecting people, many of them the same audience Jack had built, with vetted financial advisors. No cost to search, no obligation to book.
It worked better than we expected. Thousands of people found an advisor through Habits, and dozens of advisory firms signed on to receive the leads.
Finding the right people was only half the problem.
The marketplace gave us a front-row view of how advisors were finding and connecting with prospects. We saw the same challenges again and again: finding the right people, getting reliable contact information, understanding what was happening in their world, and figuring out what to say.
The tools available usually solved only one piece of the problem. Lead databases could give you names and numbers, research tools could give you information, and AI could write a message. But advisors still had to put everything together themselves.
The real problem wasn't just finding prospects. It was knowing who to reach, how to reach them, and what to say.
So we built the Engagement Engine.
The same engine that built Jack's audience now runs for financial professionals: sourced research, verified contact info, outreach, and signals.
Why people trust Habits.
Built with transparency, compliance, and trust at the core.
Every insight backed by a source
See exactly where insights come from. No guessing, no black box, no invented facts to catch you out later.
Built for a regulated industry
Compliance-first by design, with no CRM integration required to get started and nothing sent on your behalf.
Backed by top investors
Backed by Northwestern Mutual and Atlanta Ventures and investors from J.P. Morgan, AMEX Ventures, and more.
Your next client is
closer than you think.
See it work on your own market first, with no commitment and nothing to install. It takes just minutes to get your first brief.