Don't just take
our word for it.
Thousands of people have found and hired their financial advisor through Habits. Here's what they told us.
Get Matched FreeTestimonials
A few of our favorites
These are the messages that remind us why we built Habits.
★★★★★
Just wanted to let you know that after meeting with the three referrals you sent me, my wife and I have decided to work with our advisor. Overall, I've been thrilled with my Habits service - you gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with.
T
Troy, 38
Software Engineer
★★★★★
I've already started putting pen to paper with my advisor, but I know I'll be able to refer my brother-in-law and at least 10 other people who could benefit from this process. Honestly, I'd much rather tell someone to 'talk to my boy Matt' than suggest the typical 'meet with my advisor' spiel.
J
Jack, 29
Lead of Brand Partnerships
★★★★★
Both of my advisor introductions were amazing conversations - feel like I couldn't go wrong in either direction there. Going to take some time to reflect and ask each some follow ups but I already feel like my experience with Habits has been a success!
E
Emma, 25
Venture Capital
What people are saying
Every story, unedited
Real messages from real users, shared directly with the Habits team.
★★★★★
The process of finding advisors through the platform was seamless and easy. My fiance and I found two advisors we will be working with, and they were excellent with intros, follow-up, etc. Habits will be a very successful business.
S
Sarah, 30
Director of RevOps
★★★★★
My wife and I decided to move forward with services from our advisor. I'm certain we wouldn't have found him without the product you and your team have built, so thanks!
G
Grant, 28
Product Development
★★★★★
Appreciate the intros! Outsider's perspective, what your team is building is special, and most importantly solving a clear problem - yes, for people like me.
R
Rachel, 29
Attorney
★★★★★
Went with my advisor - we aligned the best when talking. Loved how easy it was. I have no experience with financial advisors and Habits helped me learn about the space and find low hanging fruit action items before I even paid a cent.
G
Gavin, 26
Software Developer
★★★★★
Wanted to let you know I ended up signing on with my advisor on a flat fee model. Love the transparency you've been showcasing! The content has been top notch.
M
Megan, 23
Investment Analyst
★★★★★
We've made the decision to move forward with our advisor! We really liked his personable approach and he did a great job making sure he hit all the points we wanted and answered our questions thoroughly. Appreciate you setting everything up!
C
Chris, 35
Director of Customer Success
★★★★★
Love the platform and Jack. Have been a long time TikTok follower back to his JPM analyst story days years ago... Finally in the workforce and am now searching for an advisor to start with.
N
Niko, 24
Analyst
★★★★★
With one conversation under my belt, I have nothing but great things to say! However... I wouldn't expect anything less from the winners of 1871's Fintech Summit pitch competition!
R
Ryan, 34
Director
★★★★★
Overall, the process and experience was very positive. All the advisors were helpful and seemed to appreciate that you made the intro. After thinking it through, I'm moving forward with my advisor on an hourly engagement.
J
Jessica, 31
Head of Sales
★★★★★
I had an introductory call with my advisor just now. My initial reaction is it seems like a great fit for me and my family's situation. Good discussion and I appreciated his perspective and customer-centric approach. P.S. Jack is still killing it with the TikTok content.
Z
Zach, 36
Director of Purchasing
★★★★★
End of the process, incredibly valuable and I'm not just saying that. Having talked to 4 advisors total, I have a much better sense of where I gravitate to, what the value is, and feel what I'm triangulating on.
A
Ashley, 29
Product Manager
★★★★★
I submitted the Quick Match form and got matched with advisors in under 5 minutes. I met with 3 advisors the next day and quickly found the right fit for me and my family. The process was fast, easy, and personalized.
J
Jeffrey, 38
Mechanical Engineer
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