Jon Stein
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Jon Stein | |
|---|---|
| Born | Jonathan Stein |
| Nationality | American |
| Alma mater | Harvard University Columbia University |
| Occupation(s) | Investor, business magnate, and entrepreneur |
| Known for | Founding and leading Betterment |
Jonathan "Jon" Stein is an American fintech entrepreneur.[1][2][3][4] He is the founder and chief executive of Betterment, the largest independent online financial advisor in the U.S., with over $18 billion in assets under management.[5] Under the umbrella of Betterment Holdings Inc., Stein 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.[citation needed]
Stein launched Betterment in 2008 at TechCrunch Disrupt and made it to the final five in the Startup Battlefield competition the same year.[6][7]
An outspoken critic of some traditional financial practices, Stein has become a recognized industry advocate for more transparency in investing and more customer-centric financial solutions, as well as public policy issues, such as the U.S. Department of Labor's fiduciary rule for retirement plans.[8]
In 2016, Stein was awarded the 27th spot on Fortune's 40 Under 40 list.[9]
References
- ^ "InvestmentNews - 40 Under 40 2014: Jon Stein". www.investmentnews.com. Retrieved 2017-05-26.
- ^ Anderson, Tom (2017-03-05). "Warren Buffett's advice 'doesn't work anymore,' robo-advisor CEO says". CNBC. Retrieved 2017-05-26.
- ^ Sharf, Samantha. "Betterment's Jon Stein: Curb Your Enthusiasm For Stock Picking". Forbes. Retrieved 2017-05-26.
- ^ "FinTech Debate at Brandeis International Business School (IBS) | Brandeis International Business School". www.brandeis.edu. Retrieved 2017-05-26.
- ^ "Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness". RIABiz. Retrieved 2017-05-26.
- ^ Arrington, Michael. "The TechCrunch Disrupt Final Five: Betterment, MOVIECLIPS, Publish2, Soluto And UJAM | TechCrunch". Retrieved 2017-08-29.
- ^ Schonfeld, Erick. "Bessemer Backs Better-Savings Startup Betterment With $3 Million | TechCrunch". Retrieved 2017-08-29.
- ^ "Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP Board". Retrieved 2017-05-26.
- ^ "Morgan Vawter". Fortune. 2016-09-22. Retrieved 2017-07-25.
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