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Jonathan Stein Email Address


Job Title

Founder and Chairman of the Board


Betterment is the smarter automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.


I’m a founder, advisor to CEOs, and board member. I aim to build and back organizations of great purpose and impact. I have 20 years leadership experience in finance and tech, consumer and B2B, from startups to global public. At Betterment, the company I founded and led as CEO for 13 years, 15 as Board Chair, I grew the team to more than 400 people and raised $400M equity (VC), and today we have more than $35B of assets (AUM) and 750,000 funded customers. My "polestar" is Efficiency: making more from less, because efficiency is what makes us humans (and our planet) better off. Transparency, reliability, process, and fairness are guideposts pointing to efficiency. I find that we (and I) often make efficient progress by racing off (often in the wrong direction) and correcting as we go. What excites me about my work is making processes and products more intuitive, accessible, and delightful - making them more efficient. I believe, as Utilitarian John Stuart Mill says, “[Happy people are focused on an objective] other than their own happiness; on the happiness of others, on the improvement of mankind, even on some art or pursuit, followed not as a means, but as itself an ideal end. Aiming thus at something else, they find happiness by the way.”

Last University
Harvard University
Is based in Pound Ridge, New York, United States.

Other people working at Betterment:

Kate SmithVice President of People
Alex BenkeVice President of Product
Veronica MendozaVice President of Growth Marketing
Eli BrovermanCo-Founder at Betterment
Joe ZiemerVice President of Communications and Policy
Amanda MoralesSenior Recruiter
Markus FischerVice President, Corporate and Business Development
Boris KhentovSenior Vice President Product Strategy and Sustainable Investing
Michael BallardProduct Manager
Lucy BabbageVice President of People
Karthik AHead of Risk and Information Security
Alan NortonChief Technology Officer
Catherine NewDirector of Content
Katie Aldrich*****@betterment.com
Benjamin CruikshankClient Strategies
Andre Ferreira*****@betterment.com
John MilehamChief Technology Officer
Julia BindlerEngineer — Team Phoenix
Jessica JaserSenior Recruiting Manager
Dustin LucienChief Operating Officer
Caitlin RystromOffice Manager
Kate SmithVice President of People
Jonathan SteinFounder and Chairman of the Board
Aj KramerVice President of Firmwide Operations

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