About Us

Everybody has a DIY expiration date

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

Find your financial advisor for free

Recent Updates

See Full Press Release

See Full Press Release

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.

Now Venture Capital Backed

We are pleased to announce that in June, we closed our first institutional investor, Elevate Ventures. With this partnership, we can accelerate our growth and continue to support those looking to source and connect with high quality financial advisors

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Featured On Michael Kitces

It was a pleasant surprise to be informed by a potential client that they had come across Habits on Michael Kitces’ Advisor Technology Map. Looks like we can no longer call ourselves a well kept secret!

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"Most Influential CEO"

In July, Jack was awarded the title of 'Most Influential CEO 2024 - Indiana' in the personal finance space. He will be featured in the AI Global Media monthly magazine, sharing his experience starting and operating a fast growing start up in the toughest market conditions for over a decade.

In Front Of Millions

On August 14th, Jack shared the story of Habits on the Passage to Profit Show. This was be aired across multiple platforms including iHeartRadio with an average of 50 million daily listeners. Check out Jack's social platforms for a to view clips from the episode!

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.

Now Venture Capital Backed

We are pleased to announce that in June, we closed our first institutional investor, Elevate Ventures. With this partnership, we can accelerate our growth and continue to support those looking to source and connect with high quality financial advisors

‍

Featured On Michael Kitces

It was a pleasant surprise to be informed by a potential client that they had come across Habits on Michael Kitces’ Advisor Technology Map. Looks like we can no longer call ourselves a well kept secret!

‍

"Most Influential CEO"

In July, Jack was awarded the title of 'Most Influential CEO 2024 - Indiana' in the personal finance space. He will be featured in the AI Global Media monthly magazine, sharing his experience starting and operating a fast growing start up in the toughest market conditions for over a decade.

In Front Of Millions

On August 14th, Jack shared the story of Habits on the Passage to Profit Show. This was be aired across multiple platforms including iHeartRadio with an average of 50 million daily listeners. Check out Jack's social platforms for a to view clips from the episode!

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 designed to be user-friendly enabling users from all backgrounds to utilize our services.

Betterment

We are committed to helping users improve their financial well-being and achieve their goals.

Innovation

We strive to stay ahead of the curve providing users with innovative tools and services to simplify their journey.

Trust

We prioritize security, transparency and reliability in all our operations to maintain the trust placed in us.

Simplicity

We aim to simplify complex financial concepts and processes ensuring that our platform is user-friendly.

Habits, Inc. does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by Habits, Inc. Habits, Inc. is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by Habits, Inc. of such content or services. Use your discretion. Habits, Inc. does not manage client funds or hold custody of assets, we help users connect with financial advisors.