After years of working in financial services, Jon Stein realized that most products—especially those created for sophisticated individual investors—were not made with customers in mind. He also saw an opportunity to change all that with the thoughtful application of technology. At Betterment the mission is to deliver “better results in less time, with more peace of mind” for investors.
Watch a recent interview with Jon about creating Betterment.
Betterment is the largest independent online financial advisor with more than $9 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 250,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. Learn more.