Betterment Founder Jon Stein on New FinTech Business Models
The Sway Ventures' FinTech team spoke with Jon Stein about his unique vantage point on the FinTech ecosystem for over 12 years, while he grew Betterment from just a concept into the largest independent digital wealth management firm. And even having helped define and drive multiple waves of transformation in the industry, he’s most excited by the opportunities emerging in its next wave.
Jon Stein is the founder and chairman of Betterment, the largest independent online financial advisor in the U.S. with over $22 billion of assets under management. Founded in 2008 during the global financial crisis, Betterment is one of the pioneers in the robo-advisory industry, using computer algorithms to generate personalized advice and manage investment portfolios.
