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Jon Stein | How Betterment Pioneered the Robo-Advisor

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Manage episode 289797021 series 2453615
Content provided by The Founder Hour and Pat and Posh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Founder Hour and Pat and Posh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

We spoke with Jon about his upbringing and what he was interested in as a kid, his passion for writing and why he loves it so much, deciding to forgo a medical career after college and working on Wall Street, how the idea for Betterment came about, why he decided to step down as CEO in late 2020, and what he’s up to now. We also settle a highly debated issue and a question we were dying to ask Jon - is it finance or FINance?

Tune in to find out!

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278 episodes

Artwork
iconShare
 
Manage episode 289797021 series 2453615
Content provided by The Founder Hour and Pat and Posh. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Founder Hour and Pat and Posh or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

We spoke with Jon about his upbringing and what he was interested in as a kid, his passion for writing and why he loves it so much, deciding to forgo a medical career after college and working on Wall Street, how the idea for Betterment came about, why he decided to step down as CEO in late 2020, and what he’s up to now. We also settle a highly debated issue and a question we were dying to ask Jon - is it finance or FINance?

Tune in to find out!

SUBSCRIBE TO OUR NEWSLETTER & STAY UPDATED > http://bit.ly/tfh-newsletter

FOLLOW TFH ON INSTAGRAM > http://www.instagram.com/thefounderhour

FOLLOW TFH ON TWITTER > http://www.twitter.com/thefounderhour

INTERESTED IN BECOMING A SPONSOR? EMAIL US > partnerships@thefounderhour.com

***

Follow The Founder Hour on:

Instagram | www.instagram.com/thefounderhour

Twitter/X | www.x.com/thefounderhour

LinkedIn | www.linkedin.com/company/thefounderhour

YouTube | www.youtube.com/@thefounderhour

  continue reading

278 episodes

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