Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a Chartered Financial Analyst (CFA).
His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.
Analytics + Data
The Re-Humanizing Impact of Robo-Advice
It’s not technology that’s dehumanizes us, but rather tedious tasks like personal finances themselves. And that's not just because working on them takes time out of our day. We’re simply not evolved to plan perfectly for the future. Automated advice is re-humanizing people. It’s giving them more time to spend what they want to be doing, and it’s based not just on their personal goals, but also on what fits into their lives.
