News &
updates.

Product launches, press coverage, awards, and the milestones we're proud to share.

6M+

Monthly reach

27.8%

Conversion rate

$400K+

Avg. user assets

Latest

Award Win

"The platform that's finally cracking the code on advisor-client matching."

Morningstar Investment Conference, 2025

🏆 Award

June 2025

Habits Named "Best in Show" at the Morningstar Investment Conference

Out of over 40 fintech companies showcasing at the Morningstar Fintech Showcase, Habits took home the top prize - recognized for its innovative approach to matching high-income young professionals with financial advisors.

Read the story

Introducing the Engagement Engine: AI-Powered Outreach for Financial Advisors

The Engagement Engine is a deep-dive prospect research tool — surfacing the trending content, pain points, and outreach angles an advisor needs to walk into the next conversation prepared. Now also available as a Chrome extension that runs the same analysis on any LinkedIn profile.

🏢 CompanyMarch 2026

Habits Achieves SOC 2 Type II Compliance

After completing an independent audit of our security, availability, and confidentiality controls, Habits has earned SOC 2 Type II certification - confirming that the data advisors and users trust us with is protected to the highest standard.

⚡ ProductMarch 2026

Introducing Algorithmic Backfill: Your Pipeline, Guaranteed

We're rolling out a new guarantee - if your matched introductions fall short of the benchmark in any given month, our algorithm automatically backfills to keep your pipeline full.

🏆 AwardJanuary 2025

Habits Wins 1871 FinTech Innovation "People's Choice" Award

Chicago's premier technology hub recognized Habits with its annual People's Choice honor at the 1871 FinTech Innovation Summit, voted on by over 400 industry attendees.

📰 PressJanuary 2025

How Habits is Changing the Way Financial Advisors Find Clients

A deep dive into the platform helping advisors tap into a 6M+ audience of high-income young professionals who are actively seeking financial guidance - and choosing their advisors differently.

📰 PressOctober 2024

Matching High-Earning Professionals with the Financial Advisors They Actually Need

An in-depth look at the two-sided marketplace connecting a coveted demographic - average age 34.5, average income $265K - with financial advisors who match their needs and values.

In the news

What people are saying

Coverage from the publications that follow fintech closely.

Morningstar

"Habits is redefining how high-earning young professionals find and commit to financial advisors."

WealthManagement.com

"A rare fintech that actually understands both sides of the advisor-client relationship."

1871 Chicago

"Habits stood out for solving a real problem - and having the traction to prove it."

Techstars

"A best-in-class example of marketplace design in financial services."

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News &updates.