Jon Stein - Founder and Chairman of the Board @ Betterment - Crunchbase Person Profile

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Overview

Number of Portfolio Companies

Number of Exits

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Primary Job Title Founder and Chairman of the Board
Primary Organization
Betterment

Location Pound Ridge, New York, United States
Regions Greater New York Area, East Coast, Northeastern US
Gender Male

Investor Type
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LinkedIn View on LinkedIn
X (Twitter) View on X

Personal Investments

Number of Investments

has made

investments. Their latest investment was

Seed Round - Arbor

on

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, when

raised

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.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Arbor	—	Seed Round - Arbor	obfuscated obfuscation
obfuscated obfuscation	Concreit	—	Seed Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Spruce Holdings	—	Seed Round - Spruce Holdings	obfuscated obfuscation

Exits

Number of Exits

Unlock for free

has

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exit -

Spruce Holdings

.

has

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exits. Their most notable exits are

Spruce Holdings

.

Spruce Holdings Spruce Holdings provides title insurance assessment, HOA automated underwriting, and issuance.

Jobs

Number of Current Jobs

Number of Past Jobs

is the

Founder and Chairman of the Board

at

. Additionally,

has had

past jobs including

Founder and CEO

at

.

Betterment Founder and Chairman of the BoardDec 2020

Organization Name	Title At Company	Start Date	End Date
Betterment	Founder and CEO	Aug 2007	Dec 2020
First Manhattan Consulting Group	Consultant	May 2003	Aug 2007
Kennedy Information	Manager, Business Development	2003	2003

Related Hubs

Hub Name	CB Rank (Hub)
Aflac Global Ventures Portfolio Companies	92,134
Retirement Companies With More Than 10 Employees	13,695
Unicorn Startups Founded in 2008	98,097
East Coast Late Stage Companies With More Than 10 Employees	32,116
ID8 Investments Portfolio Companies	94,035
Northeastern US Late Stage Companies With More Than 10 Employees	32,569
Financial Services Companies with Late Stage Venture Funding	32,714
Greater New York Area Impact Investing Companies	44,659
Impact Investing Startups	58,947
East Coast Late Stage Companies	33,706

Education

studied at

Harvard University

,

Harvard University

, and

Columbia University

.

Harvard University B.A.Economics19972001
Harvard University DegreePremedical Studies20012002
Columbia University M.B.A.Entrepreneurship, General Management20072009

Events

Number of Events

has participated in

events. They most recently attended, or will attend,

on

Jul 16, 2019

.

In|Vest 2019 Speaker New York, New York, United States, North AmericaJul 16, 2019
Future of Fintech 2019 Speaker New York, New York, United States, North AmericaJun 11, 2019
Techonomy NYC 2018 Speaker New York, New York, United States, North AmericaMay 8, 2018
FinovateFall 2017 Speaker New York, New York, United States, North AmericaSep 11, 2017
LendIt USA 2017 Speaker New York, New York, United States, North AmericaMar 6, 2017
The Future of Fintech Speaker New York, New York, United States, North AmericaJun 8, 2016
TechCrunch Disrupt NY 2016 Speaker Brooklyn, New York, United States, North AmericaMay 9, 2016
CoInvent NY Startup Summit 2014 Speaker New York, New York, United States, North AmericaDec 16, 2014

Recent News and Activity

Number of News Articles

Funding Round•

Sep 7, 2023

Arbor raised

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from First Round Capital and 6 other investors

Discover more funding rounds

Funding Round•

Sep 16, 2021

Concreit raised

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from Andy Liu and 5 other investors

Discover more funding rounds

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Jun 8, 2021

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Dec 8, 2020

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Dec 8, 2020

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Dec 8, 2020

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Oct 5, 2020

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Jun 10, 2020

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May 27, 2020

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May 26, 2020

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