Jonathan Stein

Jon Stein is a serial entrepreneur with a focus on building purpose-driven organizations. With 20 years of leadership experience in finance and tech across consumer and B2B sectors, he has been involved in startups to public companies. As the former CEO of Betterment for 13 years, he significantly grew the company's valuation to over $1.5B, expanded the team to more than 400 employees, amassed $50B in assets, and acquired 1 million satisfied customers. Currently, Jon is engaged in creating a new venture.

Efficiency is Jon's guiding principle, aiming to achieve more with less to benefit humanity collectively. He values simplicity, transparency, and reliability as pathways to efficiency. Jon believes in swift progress, even if it initially leads in the wrong direction, with a focus on course correction along the way. His motivation stems from aiding his family, friends, and customers in maximizing life's potential, while crafting beautiful, intuitive, and delightful products.

Educationally, Jon Stein pursued a BA in Economics from Harvard University, an MBA in Entrepreneurship and General Management from Columbia Business School, and a Degree in Premedical Studies from Harvard University. He also studied at St. Mark's School of Texas.

Jon's affiliations include various roles in notable organizations such as Founder at Warmer, Board Member at Valora, Advisor to CEO at Treasury Interactive and Parallel Markets, Board Member at Denim, Advisor to CEO at Setpoint.io and Concreit, Founder and Board Member at Betterment, Scout at Bessemer Venture Partners, Investor/Advisor at Atomic and Spinwheel, among others. He possesses a diverse background that includes consulting, entrepreneurship, financial advisory, and managerial positions at renowned institutions like Harvard University.