Key facts
- Notable investors include Good Friends, Bowery Capital, Treasury (New York).
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Warmer
- ·The full record, as it builds
Funding rounds
No funding rounds for Warmer are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Warmer
Operator of an advisor intelligence platform intended to turn existing knowledge into insightful briefs and a client news feed. The company's tool generates a video transcript for online meetings, custom recaps, and pre-meeting briefings, and performs a client history search. enabling financial advisors to manage client relationships.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2024
- Employees
- 8
- Website
- getwarmer.com/
- Ownership
- Privately Held (backing)
Warmer doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Warmer shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Warmer in its N-PORT filings yet. We sweep new filings monthly.