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
Rightward facing arrow
A blue upwards facing arrow
Recent Updates
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!

Our Inspiration
Habits was built to address the three core problems we see with personal finance for 27-42 year olds.
Professional Advice
Professional Advisor Icon
Access to the top financial advisors in the United States.
Find your financial advisor
Available now
Data Insights
An icon depicting charts and data
Access to relevant data based on age, income and location.
Find out more
Trusted Content
A video icon
Personal financial content from vetted professionals and experts.
Find out more
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.
Company
About UsOur inspirationCommunityA Note From Our FounderOur ValuesRecent Updates
Services
find a financial advisorfor financial advisorsOur Processtestimonialsdownload the appBecome a partner
support & legal
supportfAQsask us a questionTerms of serviceprivacy policyCompliance
the future
data insightstrusted content
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.