Jon Stein is the founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.
Articles written by Jon
The Pursuit Of Betterment’s New CEO (And Finding Happiness Along The Way)
Jon Stein is delighted to announce the appointment of Sarah Kirshbaum Levy as his successor and new CEO of Betterment.
If We Aren’t Changing The System, We’re Perpetuating It
Betterment will not stand for the unequal treatment of Black people in our company, in our communities, or in our country.
Jon Stein: Thoughts on the Volatile Market
Much of what Betterment has worked toward the past 10 years has been purpose-built to endure all the worst and the best the market has to throw at us.
On Hold? We’re Here. Promise.
Read the open letter from our CEO to learn how Betterment is addressing the increased servicing demands of a growing customer base.
Betterment’s Founder Is Looking Forward
We’ve made a lot of headway towards our mission to help you make the most of your money over the last decade. I can’t wait for you to see what’s coming next.
Betterment for Business: A Better 401(k) for Employers and Employees
Betterment’s 401(k) provides personalized investment advice for all plan participants. The era of expensive, impersonal, unguided retirement saving is over.
Introducing Betterment’s Cash Management Products
Betterment helped redefine investing with automated guidance built for you. Now, we’re reshaping another part of your financial life: your cash management.
How Banks Fail in Helping You Save Money
You may not realize it, but our financial lives are shaped by a great divide: banking vs. investment managers. In between lies most people’s pinnacle challenge: saving for the future.
Bogle on the Retirement Industry, 401(k)s and IRAs Today
Jack Bogle discusses why indexing works and why it was important for the financial industry. And he and Betterment CEO Jon Stein look to the future of indexing and ETFs.
Bogle on the Importance of a Fiduciary Duty for Money Managers
Jack Bogle describes his strongly held views on fiduciary duty. In his words: “If you touch another person’s money, you [should be] a fiduciary.”