We recently invested in Habits, a company that helps make it easier for the younger generation to find and connect with a financial advisor. By breaking down traditional barriers and creating opportunities for trust-based relationships, Habits is paving the way for a more accessible and inclusive financial future.

Team

Jack Boudreau co-founder and CEO, brings years of experience in financial services, having worked at JP Morgan, where he developed a deep understanding of the industry. He has a unique ability to find paths forward and be resourceful to keep growing the business, building an impressive online following from scratch. His co-founder Veera Budhi also possesses a complimentary skill set, providing operational expertise and strategic vision that enhances the company's mission and growth.

Market

There is huge market potential of young/emerging wealth tied to financial advisors and the transition of wealth. Coupled with an aging population, legacy advisors nearing retirement, upcoming generational transfer of wealth, and changing nature of financial services there are lots of opportunities ahead. While there is a place for automated/robo investing, it doesn't have the human relationships needed for full trust.

Product

With the current product, Habits has helped over 1,000 users find a financial advisor, overcoming historical barriers of asset minimums and limited vetting of fit. The product is free for users to get started and test out the results. Jack has built an impressive personal community following before launching the product with limited money spent on marketing. 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.

We’re thrilled to support Habits as they continue to redefine financial advising for the next generation. Their mission aligns with our belief in creating accessible, impactful tools that make financial planning approachable for everyone. Please check out their current open roles if you are interested in joining the team.