Become a
Partner of habits

Think Habits could be beneficial to people you work with? Become a partner of Habits and help your clients connect with a financial advisor.

Speak to our Team

Example Partnership Page

Elevate Ventures

Find your financial advisor through Habits

We're thrilled to partner with Habits, helping you streamline the process of finding the right financial advisor.

find your advisor

Integrated Hero Image from Your Industry

Integrated Hero Image From Your Industry

A track record with Business Owners

startup founders, operators and employees

Prior to Habits

Three co-founders had quickly grown a small side hustle into a full-blown marketing b2b SaaS tool. Before they knew it, they had dozens of employees and every question in the world. They spent so much time working either in or on the business, that their personal finances took a lower priority.

How they used habits

Both the founders and early employees began to recognize they needed help with items about QSBS eligibility, concentration risk, equity compensation, managing uncertainty, budgeting & cash flow, estate planning, tax management, but more importantly they seeked a financial advisor who thought in their personal best interest. Since oftentimes, the business was placed first.

Where they are today

The company has opened two offices, grown to 45 employees, raised over $10M in venture capital, built a notable client list including VaynerMedia, Barstool Sports, Curastory and more. Dozens of employees have saved tens of thousands of dollars on strategic tax, cash flow, and financial planning.

Case Study
(if applicable)

Why work with an advisor

as a startup founder, operator or employee

Working or operating a startup can become an incredible wealth creation vehicle. However, it's important to recognize and navigate the risks involved.
‍
A financial advisor is essential for all business owners, operators and early stage employees. With their expertise, you can focus on innovation and growth, knowing you have a solid financial foundation to take your company to new levels and achieve your goals and aspirations.

The Benefits Of Working With A Financial Advisor In Your Industry

Find your financial advisor

Your Industry Image

jack boudreau

ceo & co-founder

“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. You might be in a similar position."

"I built Habits to ensure that everybody has access to top-tier financial advisors, tailored to their specific aspirations and current financial situation.”

book time with jack

The habits difference

setting you up for financial success

There are over 400,000 financial advisors in the United States, each with different expertise, pricing models and methodologies.

Through their 1v1 support and proprietary algorithm, Habits handles the heavy lifting when sourcing, evaluating and helping you find the best suited financial advisor.

Find your financial advisor

Next steps in the process

Speak to Jack

Discuss your situation and requirements

Meet with your advisors

Get to know them and compare their styles

Meet with your advisors

Get to know them and compare their styles

Decide who to hire

Begin your engagement with them as a client

Decide who to hire

Begin your engagement with them as a client

frequently asked questions

Become a partner

Share some further information and one of our team will be in touch to set up a call where we will discuss further.

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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.