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News &
updates.

Product launches, press coverage, awards, and the milestones we're proud to share.

The Habits team
Habits at 1871 People's Choice
Habits team
Featured
"Habits stood out for its innovative approach to improving prospecting and meaningful client engagement."
— Northwestern Mutual
Press
August 2026

Habits Selected for Northwestern Mutual’s Accelerator & Investment

Northwestern Mutual has selected Habits for its accelerator program and invested in the company, supporting our next phase of growth and the continued development of the Engagement Engine.

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More news
Company

Habits to Sponsor ITC Vegas and Reach 10K+ Attendees

Habits is heading to ITC Vegas as a major sponsor, bringing the Engagement Engine and our team to more than 10,000 insurance and financial services professionals across the industry.

September 2026
Company

Habits Achieves SOC 2 Type II Compliance

After an independent audit of our security, availability, and confidentiality controls, Habits earned SOC 2 Type II certification—confirming that user data is protected to the highest standard.

March 2026
Press

Habits Founder Jack Boudreau Featured in Newsweek

Habits CEO and co-founder Jack Boudreau was featured in Newsweek after his viral take on the “zillennial” generation sparked a conversation about growing up between millennials and Gen Z.

November 2025
Award

Habits Named "Best in Show" at the Morningstar Investment Conference

Out of 40+ fintech companies at the Morningstar Fintech Showcase, Habits took home the top prize for its innovative approach to matching high-income young professionals with financial advisors.

June 2025
Company

Habits Secures $1.1M to Connect Millennials With Financial Advisors

Habits secured $1.1 million in funding to expand its marketplace, reach more millennials, and make it easier for them to find and connect with the right financial advisors across the country.

January 2025
Award

Habits Wins 1871 FinTech Innovation "People's Choice" Award

Chicago’s premier technology hub recognized Habits with its annual People’s Choice honor at the 1871 FinTech Innovation Summit, earning the most votes from more than 400 industry attendees.

January 2025
In the news

What people are saying

Coverage from the publications that follow fintech closely.

Morningstar
"Habits is redefining how financial professionals find and engage with potential clients."
WealthManagement.com
"An innovative way to help financial professionals build more meaningful client relationships."
1871 Chicago
"Habits stood out for solving a real problem for financial professionals."
Techstars
"A powerful example of technology making prospecting more personal and effective."

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