Jon Stein is the former CEO of Betterment. Stein is based in USA.
Jonathan Stein is an American fintech entrepreneur who founded Betterment in 2010, the largest independent online financial advisor in the U.S. He serves as founder and chairman after stepping down as CEO in December 2020. He holds degrees from Harvard University and Columbia Business School and is a CFA.
Recent developments
AI summary of recent coverageRecent coverage has focused on Jon Stein's appointment as principal at Smith Hill Capital in mid-2026, following earlier news of Stein acquiring FinanceHQ, a referral business for registered investment advisors. The headlines also capture Stein's transition away from leading Betterment, the fintech company he founded, when stepping down as CEO in 2020.
Summarized from the headlines below; see each source for the full story.
Our coverage
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Jon Stein: FAQ
- Where did Jon Stein work previously?
- Earlier roles include Betterment (CEO).