Jonathan Stein

Advisor to CEO

Jonathan Stein is a serial entrepreneur with over 20 years of leadership experience in finance and tech, specializing in both consumer and B2B sectors. As the founder and CEO of Betterment, they led the company for 13 years, achieving a valuation exceeding $1.5 billion and overseeing a team of over 400, while accumulating $50 billion in assets under management. Currently, Jonathan serves as an advisor and board member for several organizations, including Solve Finance, Treasury Interactive, and Valora, while also founding new ventures like Warmer. Jonathan holds a BA in Economics and an MBA in Entrepreneurship from Harvard University.

Location

Pound Ridge, United States

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