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Anthemis Insights

Anthemis Interview With Betterment CEO Jon Stein

By Tom Ryan

As part of an ongoing series for Anthemis portfolio companies, I recently had the pleasure of hosting a live AMA with Betterment CEO Jon Stein. Along with Eli Broverman, Jon founded Betterment in 2008, at time when investor confidence and trust in financial institutions was at an all-time low. Jon’s vision for a modern, holistic financial advisor was a bold but prescient one: today Betterment has over 400,000 customers and $17bn in AUA, and by all accounts, they are just getting started. What follows are highlights from our conversation with Jon, who shared with other Anthemis portfolio company founders where he found the inspiration to start Betterment, how to build trust with customers and the importance of company culture.

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This article originally published June 17th, 2019 on Anthemis Insights