Habits believes high quality financial advice should not only be available to those nearing retirement. There is high demand for financial services but they need our help to find you.
72%
Of affluent millennials want a financial advisor but don't know their options or how to find the right fit.
14%
Of advisory clients in the U.S. are Gen YZ despite representing 47% of the U.S. population.
74%
Of 30-39 year olds are willing to pay for financial advice compared to 50% of 70+ year olds.
How to get started
Getting started on the Habits web platform is quick and easy! Follow these simple steps to begin your journey.
Habits is a venture-backed startup with notable investors that includes former operators at AMEX Ventures, Techstars, J.P. Morgan Chase & Co., Charles Schwab, Pandora, Goldman Sachs, Mastercard, Visa and Fidelity.
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