Jon Stein

Founder at Betterment LLC

45 year

Finance

Consumer Services

Technology Services

Profile

Jonathan Babcock Stein is the founder of Betterment Holdings, Inc. (founded in 2007) and Betterment LLC (founded in 2008).
He is currently a Director at BusBot, Inc. and a Director at Concreit, Inc. Mr. Stein has an undergraduate degree from Harvard University (conferred in 2001) and an MBA from Columbia Business School.

Jon Stein active positions

Companies	Position	Start
Betterment LLC Betterment LLC Investment ManagersFinance Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a subsidiary of Betterment Holdings, Inc. Betterment offers the Betterment Wrap Fee Program to individuals, trusts, employer-sponsored plans (and their Participants) and other legal entities (subject to Betterment’s approval) who are US residents and maintain a checking account with a US bank.	Founder	01/01/2008
Betterment Holdings, Inc. Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY.	Founder	01/01/2007
BusBot, Inc. BusBot, Inc. Other TransportationTransportation BusBot, Inc. provides door-to-door ground transportation services for long-distance trips. The company was founded by Bharath Krishnamoorthy and Shawn Vo and is headquartered in New York, NY.	Director/Board Member	02/09/2021
Concreit, Inc. Concreit, Inc. Real Estate Investment TrustsFinance Concreit, Inc. operates a website that helps to invest in fractional shares of real estate. The company was founded by Sean Hsieh, Jordan Levy and Rui Maximoin in October 2018 and is headquartered in Seattle, WA.	Director/Board Member	-

All active positions of Jon Stein

Training of Jon Stein

Harvard University	Undergraduate Degree
Columbia Business School	Masters Business Admin

Experiences
Positions held

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Connections

100 +

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Linked companies

Private companies	4
Betterment LLC Betterment LLC Investment ManagersFinance Betterment LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Jon Stein and Eli Broverman. They are a subsidiary of Betterment Holdings, Inc. Betterment offers the Betterment Wrap Fee Program to individuals, trusts, employer-sponsored plans (and their Participants) and other legal entities (subject to Betterment’s approval) who are US residents and maintain a checking account with a US bank.	Finance
Betterment Holdings, Inc. Betterment Holdings, Inc. Information Technology ServicesTechnology Services Betterment Holdings, Inc. provides financial, technology, trading, law, and marketing services. It offers financial planning, retirement, IRAS, Trusts, and tax loss harvesting. The company was founded by Eli David Broverman and Jonathan Babcock Stein in 2007 and is headquartered in New York, NY.	Technology Services
BusBot, Inc. BusBot, Inc. Other TransportationTransportation BusBot, Inc. provides door-to-door ground transportation services for long-distance trips. The company was founded by Bharath Krishnamoorthy and Shawn Vo and is headquartered in New York, NY.	Transportation
Concreit, Inc. Concreit, Inc. Real Estate Investment TrustsFinance Concreit, Inc. operates a website that helps to invest in fractional shares of real estate. The company was founded by Sean Hsieh, Jordan Levy and Rui Maximoin in October 2018 and is headquartered in Seattle, WA.	Finance

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