Habits Inc.

Habits Inc.

Private
New York City, New YorkFinTechhttps://usehabits.com

Last Round

Pre Seed

Nov 22, 2024

Total Funding Raised

$1.1M

Company Overview

Habits Inc. is a fintech company that provides a platform to match users with financial advisors based on criteria like personality, communication style, and real-life goals.

Sector

FinTech

Verticals

Wealth Management, Personal Finance

Business Model

B2B2C

Customer Profile

Subscription SaaS, Marketplace Commission

AI Layer

Application

Keywords

financial advisor marketplacefinancial advisor matchingwealthtechadvisor lead generationadvisortechemployee financial wellnessSaaS for financial advisorsvetted financial advisorsmillennial financial planningpersonal finance platformRIA technologyB2B2C marketplacematching algorithm

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Caplight Momentum Score

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Habits Inc. Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Habits Inc. Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
Pre SeedNov 22, 2024

Key People

Founding team and executive leadership

Jack Boudreau

Co-Founder Chief Executive Officer

Founding Team

Habits Inc. Investors

Notable investors and investment history

InvestorRounds
Elevate VenturesPre Seed
Flywheel FundPre Seed
Atlanta VenturesPre Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 20, 2025

    Added Oracle Corporation as a customer.

  • Jan 20, 2025

    Added Deloitte Development LLC as a customer.

Habits Inc. Filings

SEC and related filings with document metadata.

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Habits Inc. Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Habits Inc.'s valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range11
Year Founded2022
Last FundingNov 22, 2024

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