Meet the 2016 Wealth Management Madness Contenders
2. Jon Stein
Position: Founder and CEO of Betterment
Location: New York City
Google Traffic Score: 110,000
Betterment continued its rapid growth over the last year, becoming the first fully automated digital advice service to cross the $3 billion AUM benchmark. Jon Stein’s company also released new features like RetireGuide and SmartDeposit to capture a larger share of the wallet. The New York-based robo also further diversified its business model by launching Betterment for Business, a 401(k) platform that turned the digital advice company into a plan provider.
This article originally published March 11th, 2016 on WealthManagement.com