Warmer
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Warmer is a financial advisory matching platform founded in 2024 and based in Glencoe, Illinois. The company connects individuals with SEC-registered financial advisors, offering a service that is free of commitment, obligation, or upfront costs. Warmer employs 12 people and operates on a hybrid workspace model, with employees typically on-site two days a week. The platform features a search capability across over 400,000 financial advisors, allowing users to compare advisor fees, certifications, and records. Users can book free introductory consultations and receive assistance with financial planning for various goals, including retirement and college savings. Warmer emphasizes fiduciary advice and data privacy, ensuring no hidden fees and protecting user information. The service is designed for individuals seeking personalized financial guidance to make informed decisions and achieve their financial objectives.
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