Meet Jon Stein, Betterment Founder — Bio + How to Reach Out

Last updated: 2025-11-08

Who is Jon Stein?

Jon Stein is an American fintech entrepreneur and the founder of Betterment, the largest independent online financial advisor in the U.S., with over $18 billion in assets under management.

Jon Stein's Work History

Jon Stein has over 20 years of leadership experience in finance and technology, founding Betterment in 2008 and serving as its CEO until 2020. He has built innovative financial products aimed at making investing accessible and transparent.

• 2007-08 - 2020-12 - Founder and CEO, Betterment
• 2021-01 - Founder and Board Member, Betterment
• 2023-07 - Founder, Warmer

Jon Stein's Education

Jon Stein holds a BA in Economics from Harvard University and an MBA in Entrepreneurship and General Management from Columbia Business School. He also completed premedical studies at Harvard University.

• Harvard University - BA in Economics (1997 - 2001)
• Columbia Business School - MBA in Entrepreneurship, General Management (2007 - 2009)

About Betterment

Betterment is a digital wealth management platform that offers automated investment advice, goal-based investing, and financial planning, aiming to democratize investing and improve financial well-being.

Betterment Funding

Betterment has grown to manage over $50 billion in assets with a valuation exceeding $1.5 billion, supported by multiple funding rounds and investors.

How to Reach Jon Stein?

You can reach Jon Stein at *******@betterment.com or by calling +1 **********. To get Jon Stein's contact information and other startup founders like this, sign up for a free account at Anybody.com.