We're excited to share that Warmer has acquired FinanceHQ.
Since launching FinanceHQ a few years ago, our mission has been simple: help consumers find the right financial advisor and help advisors connect with prospective clients who are a strong fit. Over the years, we've built a trusted network of advisors and helped thousands of consumers take the next step in their financial journey.
By joining forces with Warmer, we're accelerating that vision.
This partnership is also a bit of a homecoming. Before founding FinanceHQ, I worked with Jon Stein and the founding team at Warmer during our time together at Betterment, where we helped build one of the industry's most influential advice platforms. Reuniting around a shared vision for advisor discovery, matching, and consumer guidance makes this an especially exciting next chapter.
Together, we'll continue investing in advisor discovery, consumer education, and smarter matching experiences that help connect consumers with the advisors best suited to their needs. Warmer brings deep expertise in AI, search, and advisor intelligence, creating new opportunities to improve how advisor-client relationships are formed and supported over time.
For our advisor partners, this represents a continued commitment to delivering high-quality introductions, stronger matching capabilities, and growth opportunities designed for firms of all sizes. Whether through performance-based partnerships or scalable lead generation programs, our focus remains on helping advisors grow through better-fit opportunities.
We're especially grateful to the team at Wilbur Labs, who incubated, launched, and backed FinanceHQ from day one. Their support, guidance, and belief in the opportunity helped transform an idea into a business that has connected tens of thousands of consumers with financial advisors, and we're proud to carry that work forward.
This is an exciting new chapter for FinanceHQ, and we're looking forward to building the future of advisor-client matching together with the Warmer team.