Prospecting shouldn't take
you hours.
We built a better way to find the right people and companies, understand what matters to them, and start better conversations.
It started with an audience, not a company.
Our founder Jack didn't set out to build a fintech startup. He built a system for himself: tracking what his own audience was thinking about, and showing up at the right moment with the right thing to say.
It worked. That audience grew to over 10 million followers and millions of monthly views across TikTok, Instagram, and LinkedIn, built almost entirely on knowing what people needed to hear, and when.
We turned that into a free advisor marketplace.
In 2023, we launched Habits as a free marketplace connecting people, many of them the same audience Jack had built, with vetted financial advisors. No cost to search, no obligation to book.
It worked better than we expected. Thousands of people found an advisor through Habits, and dozens of advisory firms signed on to receive the leads.
Advisors had leads. They still couldn't keep up.
A lead is only valuable if you reach it while it's still warm. But researching a prospect, finding the right angle, and drafting a compliant message takes real time, and most advisors don't have a spare hour between meetings.
So we watched good leads go cold. And when advisors tried to fix it themselves with generic AI tools, compliance shut most of them down before they even launched. The tools that could move fast weren't safe to use, and the ones that were safe weren't fast enough to matter.
The lead problem wasn't the real problem. The engagement problem was.
So we built the Engagement Engine.
The same engine that built Jack's audience now runs for financial professionals: sourced research, outreach, and signals.
Why people trust Habits.
Built with transparency, compliance, and trust at the core.
Every insight backed by a source
See exactly where insights come from. No guessing, no black box, no invented facts to catch you out later.
Built for a regulated industry
Compliance-first by design, with no CRM integration required to get started and nothing sent on your behalf.
Backed by top investors
Backed by investors behind Calendly, Salesloft, and Teamworks, plus operators from J.P. Morgan and AMEX Ventures.
Your next client is
closer than you think.
See it work on your own market first. Takes minutes to set up.