Jonathan Stein

Jonathan Stein is a serial entrepreneur with over 20 years of leadership experience in finance and technology, spanning startups to public companies. As the founder and CEO of Betterment from 2007 to 2020, they grew the company's valuation to over $1.5 billion and expanded the team to more than 400 members, overseeing $50 billion in assets and 1 million customers. Currently, they serve as an advisor to several companies, including Concreit and Treasury Interactive, while also founding a new venture, Warmer. Jonathan holds a BA in Economics and an MBA in Entrepreneurship from Harvard and Columbia Business School, respectively.