Everybody has a
DIY Expiration Date

The Habits marketplace was built to help young individuals and families access high quality financial advisors

Everybody has a DIY expiration date
The Habits marketplace was built to help young individuals and families access high quality financial advisors.
Recent Updates
1871 Acceptance

We are pleased to announce that in September, Habits was officially accepted into the 1871 accelerator's Fintech Innovation Lab. This highly exclusive program provides resources and guidance to fast growing companies, focusing on technological advancements to improve user experience.

The financial services industry is outdated
The most formative years of anyone's financial plan is the start, yet the majority of financial advisors only cater to those nearing retirement
With Typical Advisors:
$2.0M
Investible assets required to work with them.
Limited
To products they make commission on.
1-800
Numbers when you want to contact them
But Habits Advisors Are Different...
Our Inspiration
Habits was built to address the three core problems we see with personal finance for 27-42 year olds.
Jack Boudreau
Co-founder & CEO
“Everybody has a DIY expiration date when it comes to their personal finances.
For me, it was when I left my role at J.P. Morgan and decided to start my own company. For you, maybe that time is now.

I built Habits to ensure that everybody has access to top-tier financial advisors, tailored to their specific aspirations and current financial situation.”
Our Values
The results we achieve are important, but more important to us is how we achieve those results.
Human Centric
Our users, customers and community come first and are at the centre of everything we do.
Access
Our platform is easy for anyone to use, no matter their background.
Betterment
We’re committed to helping users improve their finances and reach their goals.
Innovation
We provide innovative tools to simplify users' journeys and stay ahead.
Trust
We prioritize security, transparency, and reliability to earn and maintain trust.
Simplicity
We simplify complex financial concepts to keep our platform easy to use.