Jon Stein | How Betterment Pioneered the Robo-Advisor - a podcast by Pat & Posh

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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