Jon Stein

Founder

Jon Stein is founder of Warmer, a company helping people find, compare, and meet financial advisors who fit their goals, style, and life. He previously founded Betterment, a leading digital-first investment advisor, where he served as CEO for more than a decade and helped build one of the first scaled digital advice platforms. He continues to serve on the board today.

Jon has spent his career working at the intersection of consumers, technology, and financial advice. At Betterment, he focused on making high-quality financial decision-making more accessible through automation. At Warmer, he is focused on the next frontier: helping people find the right human advisor, and helping advisors build better-fit relationships from the first introduction.

Posts

Company For Consumers

Should You Use a Spreadsheet to Find the Right Financial Advisor?

A friend recently told me he spent hours building a spreadsheet to compare financial advisors for his family. His process was thoughtful, but it revealed a bigger problem: finding names is easy; understanding which advisor actually fits your life is still far too hard.

Jon Stein July 14, 2026

Company

Jon Stein on Talking Wealth Podcast with Michael Batnick

Warmer founder and CEO Jon Stein joined Michael Batnick of Talking Wealth to discuss Warmer’s acquisition of FinanceHQ and the future of advisor discovery.

Jon Stein July 2, 2026

Company

CitywireRIA covers Warmer’s acquisition of FinanceHQ

CitywireRIA recently covered Warmer’s acquisition of FinanceHQ and our vision for building better advisor-client matching infrastructure.

Jon Stein June 8, 2026

Company For Advisors

Advisor marketplaces are evolving into learning infrastructure

Warmer and FinanceHQ are joining forces to build the data, intelligence, and feedback layers for better advisor-client matches — helping consumers find the right financial advisor and helping advisors meet better-fit prospective clients.

Jon Stein June 4, 2026

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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