Full Name: Jon Stein
Nickname: Jon
Country/State: United States
Date of Birth:
Languages Known: English
Zodiac Sign:
Food Habit: Not publicly
Religion: Not public
Hobbies: Technology, innovation in finance, public speaking, mentoring entrepreneurs
School: Harvard College
College: Harvard College
Degrees Obtained: BA in Government (Harvard College)
Height: 175 cm
Weight: 73 kg
Parents:
Siblings: Not publicly disclosed
Marital Status: married
Wife: Not Public
Children: 0
Current Position: Founder and CEO of Betterment
Skills:
Net Worth: Not Publicly Known
Awards & Achievements: Founded Betterment, one of the leading robo-advisors. Recognized as a leader in digital wealth management and automated investing.
Jon Stein is the founder and CEO of Betterment, one of the leading robo-advisor platforms. Stein started Betterment in 2008 with the vision to democratize personal finance by making investing accessible and efficient for everyone. He has led Betterment through its growth into a company that manages billions in assets and offers a wide range of financial services, including retirement planning, taxable investing, and cash management. His work focuses on improving financial access and empowering users to achieve their financial goals with lower fees and better outcomes. Before founding Betterment, Stein worked in private equity and at McKinsey & Company. His leadership has made Betterment a trusted name in the fintech space, and in 2025, Betterment continued to grow as it expanded its offerings to cater to more sophisticated financial planning needs. Stein remains dedicated to building a customer-first business that simplifies investing.
Betterment announced new services in 2025 targeting sustainable investing, as they expanded into ESG-focused portfolios.
Betterment reached a major milestone, surpassing $40 billion in assets under management in Q3 2025, continuing its growth trajectory.
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