Habits (Other Financial Services) Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 13

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 4

Habits (Other Financial Services) General Information

Description

Developer of an AI-powered client engagement and prospecting platform designed to help financial advisors find, engage, and retain clients. The company offers an engagement engine that provides sourced insights, live market data monitoring, and automated research tools, enabling financial professionals to personalize outreach, create relevant content, and identify qualified prospects.

Contact Information

Website
www.usehabits.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 312 East 10th Street
  • Indianapolis, IN 46202
  • United States
+1 (224)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 312 East 10th Street
  • Indianapolis, IN 46202
  • United States
+1 (224)

Habits (Other Financial Services) Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Habits (Other Financial Services) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Accelerator/Incubator 07-Oct-2026 Completed Generating Revenue
1. Early Stage VC 05-Dec-2024 Completed Generating Revenue
To view Habits (Other Financial Services)’s complete valuation and funding history, request access »

Habits (Other Financial Services) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Habits (Other Financial Services) Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds
gener8tor Accelerator/Incubator
Atlanta Ventures Venture Capital Minority
Elevate Ventures Venture Capital Minority
Flywheel Fund Venture Capital Minority
To view Habits (Other Financial Services)’s complete investors history, request access »

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Habits (Other Financial Services) FAQs

  • When was Habits (Other Financial Services) founded?

    Habits (Other Financial Services) was founded in 2022.

  • Where is Habits (Other Financial Services) headquartered?

    Habits (Other Financial Services) is headquartered in Indianapolis, IN.

  • What is the size of Habits (Other Financial Services)?

    Habits (Other Financial Services) has 13 total employees.

  • What industry is Habits (Other Financial Services) in?

    Habits (Other Financial Services)’s primary industry is Other Financial Services.

  • Is Habits (Other Financial Services) a private or public company?

    Habits (Other Financial Services) is a Private company.

  • What is Habits (Other Financial Services)’s current revenue?

    The current revenue for Habits (Other Financial Services) is .

  • How much funding has Habits (Other Financial Services) raised over time?

    Habits (Other Financial Services) has raised $1.64M.

  • Who are Habits (Other Financial Services)’s investors?

    gener8tor, Atlanta Ventures, Elevate Ventures, and Flywheel Fund have invested in Habits (Other Financial Services).

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