Reimagining what advisors and technology can do together.
It's not about humans versus technology. It's about how humans employ technology to better their lives. Betterment for Advisors is fundamentally changing what's possible for institutional wealth management by bringing together human advisors and cutting-edge technology.
We have a true passion for investors and those who serve them.
From the time Betterment was founded, we've been reinventing the investment industry. Now, we're giving advisors the tools we've built to make their practice smarter so they can focus on client relationships.
Jon Stein and Eli Broverman re-invent the world of investment management through the thoughtful application of technology.
Betterment Launches IRAs
Betterment was the first online advisor to introduce IRA accounts.
Betterment made it easy to create a trust account so clients can have a diversified set of account types.
Technology Beta Test
We start working with a small number of advisors to build a product based on their feedback.
Betterment Institutional Announced
Betterment officially announces the creation of Betterment Institutional.
Betterment Institutional officially launches, marking the first step in becoming the leading wealth management platform.
Betterment for Advisors Announced
Betterment Institutional changes to Betterment for Advisors with additional portfolio strategies.
Betterment for Advisors was founded by leaders in the digital advisor space and recognized leaders in the independent advisory industry.
With a decade of experience in finance and as a CFA charterholder, Betterment CEO Jon Stein sought an investment service that would deliver the best possible results and save him time and money. Together, the Betterment team is creating a world where investing better is accessible to everyone.
Founder and CEO of Betterment
Jon is the CEO of Betterment. Passionate about efficiency, customer happiness, and helping people make smart decisions with their money, Jon founded Betterment in 2008.
Previously, Jon spent his career developing financial products, platforms, and investment strategies for large financial institutions. As a Consultant at First Manhattan Consulting Group for half a decade, he developed in-depth knowledge of retail banking, investing, and risk management.
He is a Chartered Financial Analyst (CFA) and has FINRA Series 7, 24, and 63 registrations. Jon is a graduate of Harvard University and Columbia Business School.
We've assembled an expert team of investment professionals, engineers, product specialists, and designers. Together they create a product that makes advisors' lives easier and clients' lives better.