Recent Updates

Indianapolis (January 14th, 2025) — Habits Inc., a marketplace that helps young families research, compare, evaluate and connect with its vetted network of financial advisors, announced today the close of a $1.1 million pre-seed round led by Atlanta Ventures. This announcement comes on the heels of a successful private beta, which includes over 50+ financial advisory firms and hundreds of others on their waitlist. 

With the new capital, Habits will triple the size of its team with hires across community, growth, engineering, and marketing. It will also continue to invest in product development—including new features for financial advisors, robust data analytics, and more. 

The team is led by CEO Jack Boudreau, a former banker at J.P. Morgan, and more recently, a rising social media influencer with over 50,000 followers built from scratch. He’s joined by his co-founder, Veera Budhi, who brings decades of experience building best in class financial products and platforms. 

“With this funding, we’re laser-focused on scaling our platform to reach even more families and financial advisors, delivering solutions that will re-shape how we all approach, engage, and think about financial services.” - Jack Boudreau, CEO and Co-Founder at Habits. ‍

‍“We were really impressed by Jack and Veera's drive and vision for making it easier for the next generation to find and connect with financial advisors. We're excited to partner with Habits as they leverage technology to foster stronger human relationships in the personal finance space.” - A.T. Gimbel, Partner at Atlanta Ventures. 

‍In less than two minutes, Habits users verify their identity, securely link their bank accounts, and complete a short survey to define their financial goals and preferences. Habits proprietary matchmaking algorithm provides tailored advisor profiles, complete with everything they need to make an informed decision—experience, specialties, certifications, and direct calendar links—right at their fingertips. 

"With their successful marketplace launch and recent funding round, the Habits team has proven they have the right mix of talent and vision to transform how young people access financial advice," said Myles Grote, Partner at Elevate Ventures. "We're confident in their ability to scale this solution and create lasting impact."

The ultimate vision is to become a personal financial media brand through top tier content, data, and matchmaking that can act as your personal CFO. To learn more about Habits Inc., visit www.usehabits.com