Introduction
Habits Inc. is a new marketplace designed to make it easier for young families to find trusted financial advisors. Recently, the company secured $1.1 million in pre-seed funding, led by Atlanta Ventures, following a successful private beta. This beta included over 50 financial advisory firms and attracted hundreds more to its waitlist.
Habits Inc. uses a matchmaking platform to connect users with advisors who align with their financial goals. The platform verifies users’ identities, links their bank accounts securely, and asks them to complete a survey to tailor advisor recommendations. A unique algorithm matches users with advisors, offering profiles that include certifications, specialties, and direct booking options.
Led by CEO Jack Boudreau, a former J.P. Morgan banker, and co-founder Veera Budhi, a seasoned financial platform developer, Habits Inc. is set to transform personal finance with its innovative approach and advanced technology.
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Industry Comments
Boudreau said, “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.”
A.T. Gimbel, partner at Atlanta Ventures, said, “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.”
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FAQs
What makes Habits unique?
The platform simplifies finding financial advisors by offering personalized matches, including advisor certifications, specialties, and direct calendar booking options.
How many firms are on the platform?
Over 50 financial advisory firms participated in the private beta, with hundreds more on the waitlist.
How will the funding be used?
The $1.1 million funding will triple the team size, support product development, and enhance data analytics capabilities.
Who leads Habits Inc.?
CEO Jack Boudreau, a former J.P. Morgan banker turned influencer, and Veera Budhi, an experienced financial platform developer, lead the company.
What is the broader goal of Habits Inc.?
Habits Inc. aims to become a personal financial media brand, offering top-tier content, data, and tools to act as a “personal CFO” for users.
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Conclusion
Habits Inc. is on a mission to redefine how families approach personal finance by creating a seamless connection to trusted financial advisors. With its $1.1 million pre-seed funding led by Atlanta Ventures, the company is well-positioned to scale its services and expand its reach.The platform’s unique algorithm simplifies the process of finding financial advisors by delivering tailored matches based on users’ specific goals and preferences. By prioritizing security, transparency, and user convenience, Habits Inc. has the potential to become an essential tool for families navigating their financial journeys.
The leadership of Jack Boudreau and Veera Budhi ensures a blend of industry expertise and innovation. Their vision to merge technology with human relationships in personal finance resonates with modern users seeking personalized solutions.
As the team grows and the platform evolves, Habits Inc. aims to become more than just a marketplace—it strives to be a comprehensive personal financial media brand, empowering users with tools and resources to take charge of their financial future. Through innovation and dedication, Habits Inc. is shaping the next generation of personal finance solutions.
Thank you for exploring this journey with us! If you’d like to share your thoughts or join the discussion, please contact us at news@intentamplify.com.
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