Habits
1 known investors
Habits builds an "Engagement Engine" for financial advisors, an AI tool with a Chrome extension that monitors prospects' and clients' social and news signals to surface sourced insights and suggest timely, personalized outreach. It helps advisors find, engage, and retain clients through content creation, LinkedIn outreach briefs, and market monitoring, with a compliance-first design and an optional Prospect Pro marketplace that delivers qualified prospects.
AI & Machine LearningFintechSaaS