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The Financial Technology Report

Top 50 Financial Technology CEOs of 2019

Jon Stein is the Founder and CEO of Betterment, the largest independent online financial advisor in the U.S. with over $18 billion under management. Jon founded the Company in 2008 seeking to make life better by helping people save time and money and empower them to reach their important goals faster. Jon manages Betterment’s core retail platform, often referred to as a “robo-advisor”, a 401(k) platform called Betterment for Business and a digital advisory platform called Betterment for Advisors. Previously, he worked as a consultant for First Manhattan Consulting Group where he focused on product development, risk management and investment portfolio policy. Jon earned a bachelor’s degree in Economics from Harvard University and an MBA from Columbia Business School.

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This article originally published May 27th, 2019 on The Financial Technology Report