# Habits

> Habits, Inc. (usehabits.com) builds AI tools for financial advisors and a
> free marketplace that connects consumers with vetted financial advisors.

## Products

- Engagement Engine: sourced, compliance-safe AI for financial advisors.
  Surfaces what an advisor's target audience is thinking about (trending
  social topics, news, planning themes) and what's happening in a specific
  prospect's or client's world, to fuel prospecting, outreach, meeting prep,
  and content. Every insight is sourced and traceable; no CRM integration,
  data-sharing agreements, or in-app messaging is required. SOC 2 Type II.
  From $83/month on an annual plan ($990/year) or $99/month billed monthly: https://usehabits.com/pricing
- Engagement Engine for LinkedIn: the same engine delivered through a Chrome
  extension. Advisors visit any LinkedIn profile and get a sourced brief plus
  outreach suggestions in seconds: https://usehabits.com/for-linkedin
- Prospect Pro: a consistent stream of qualified prospects who match an
  advisor's criteria and are actively looking for an advisor, drawn from
  Habits' consumer marketplace: https://usehabits.com/habits-for-advisors
- For consumers: Habits matches people with top-rated, vetted financial
  advisors for free: https://usehabits.com/find-an-advisor

## Key pages

- Home (Engagement Engine): https://usehabits.com/
- Pricing: https://usehabits.com/pricing
- Prospect Pro: https://usehabits.com/habits-for-advisors
- Engagement Engine for LinkedIn: https://usehabits.com/for-linkedin
- Find an advisor (consumers, free): https://usehabits.com/find-an-advisor
- Compliance & security: https://usehabits.com/compliance
- Talk to sales: https://usehabits.com/contact-sales

## Company

Founded 2022 by Jack Boudreau (CEO). Backed by Atlanta Ventures, Elevate
Ventures, and Flywheel Fund. Habits, Inc. does not provide investment or
legal advice and does not manage client funds; it connects users with
financial advisors and provides software to advisors.