Taking Tech to New Levels: The 2016 IA 25 Slideshow
By Danielle Andrus
Jon Stein, Betterment
Stein kicked off the robo-advisor threat back in 2010 when he and co-founder Evan launched Betterment, bringing digital investing to do-it-yourself investors on an easy-to-use platform. Since then, the firm has introduced Betterment Institutional, a digital platform for advisors; and Betterment for Business, a digital 401(k) platform that invests participants in index ETFs.
The additional platforms brought Betterment’s aggregate assets to over $4 billion and its total clients served to more than 150,000 as of April 2016.