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Jon Stein is the Founder and Chairman of Betterment, a financial advisory company based in New York City. He served as the Chief Executive Officer of the digital wealth platform from its inception in 2008 until 2020, successfully scaling the business to manage over $25 billion in assets under management for more than 500,000 retail and institutional clients. Before launching Betterment, he spent several years working as a banking and financial consultant at First Manhattan Consulting Group, where he advised major financial institutions on risk management and product development. His academic credentials include a Bachelor of Arts in Economics from Harvard University and a Master of Business Administration from Columbia Business School. Stein currently focuses on corporate governance and strategic oversight within the wealth management sector, leveraging his extensive background in financial technology and automated investing.
Jon Stein is widely recognized as a transformative figure in the financial technology sector, primarily as the founder and former CEO of Betterment. Under his leadership, Betterment grew into one of the largest independent robo-advisors, revolutionizing how individuals access investment management services through technology. His vision for democratizing financial advice and making investing more accessible and affordable has left an indelible mark on the industry.
As the founder, Jon Stein spearheaded Betterment's growth from its inception, guiding its product development, strategic direction, and market expansion. He served as CEO until 2020, overseeing the company's evolution into a major player in digital wealth management. Following his tenure as CEO, he transitioned to the role of Chairman of the Board, where he continues to provide strategic guidance and support Betterment's ongoing innovation and mission.
Beyond his foundational role at Betterment, Jon Stein is an active and influential angel investor. His investment focus areas predominantly lie within early-stage technology and fintech companies. He seeks out startups that are leveraging technology to disrupt traditional industries, improve financial services, or create entirely new market opportunities. His portfolio often includes companies in areas such as SaaS, artificial intelligence, blockchain, and other innovative digital platforms that promise significant growth and impact.
Stein's career background provided a strong foundation for his entrepreneurial success. Before founding Betterment, he worked as a consultant, gaining valuable experience in strategy and operations across various industries. He also held a role at Plumtree Software, where he honed his understanding of enterprise technology solutions. His academic journey includes an MBA from Columbia Business School, which further equipped him with the business acumen necessary to build and scale a successful venture like Betterment. This blend of technological insight, strategic consulting experience, and formal business education has been crucial to his ability to identify and nurture groundbreaking ideas.
Jon Stein's contributions extend beyond his direct involvement in companies; he is a thought leader who frequently shares insights on the future of finance, technology, and entrepreneurship. His commitment to innovation and his track record of building successful, user-centric financial products make him a respected voice and a sought-after advisor in the startup ecosystem. Through his continued work as Chairman and an angel investor, Jon Stein remains dedicated to fostering the next generation of technological advancements and financial solutions.
Jon Stein is the founder and former CEO of Betterment, a leading robo-advisor. He is also an influential angel investor and currently serves as Chairman of Betterment's Board.
Jon Stein primarily invests in early-stage technology and fintech companies. His focus areas include financial services innovation, software as a service (SaaS), and disruptive tech startups.
Jon Stein is the Chairman of the Board for Betterment. Additionally, he works as an active angel investor and advisor to various startups in the technology and fintech sectors.
