Jon Stein
Founder at Betterment LLC
Jon Stein active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 01/01/2021 | - |
| Founder | 01/01/2008 | - | |
| Chief Executive Officer | 01/01/2008 | 01/12/2020 | |
| Investment Committee Member | 01/01/2008 | 01/01/2021 | |
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. | Director/Board Member | 01/01/2007 | - |
| Founder | 01/01/2007 | - | |
| Chief Executive Officer | 01/01/2007 | - | |
| Chairman | 08/12/2020 | - | |
| President | 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 | - | - |
Career history of Jon Stein
Training of Jon Stein
| Harvard University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Statistics
International
| United States | 7 |
Operational
| Director/Board Member | 4 |
| Chief Executive Officer | 2 |
| Founder | 2 |
Sectoral
| Consumer Services | 3 |
| Finance | 3 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
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 |
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 |
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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