Founder and Board Member @Betterment. Efficiency buff. Engineer & economist.

New York, NY
Joined January 2008
Jonathan Stein retweeted
We couldn't be more excited to announce that @BettermentatWrk is using our Debt API to add Student Loan Management to their employee benefits offerings -- featured today on @CNBC! ow.ly/z5kz50I2q1V @Betterment #debtapi #studentloanmanagement #employeebenefits #fintech
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I must congratulate Betterment CEO @jonstein on his early retirement, even as I apologize for helping cause it (he was an MMM reader 😉) The business world loses a very ethical and effective CEO, but the Stein family gains a lot of husband and Dad time! riabiz.com/a/2020/12/8/jon-s…
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Jonathan Stein retweeted
So @Betterment just opened up a Colorado office and... I might be moving.
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Jonathan Stein retweeted
thanks for having us @MorningBrew @bizcasualpod! @KinseyGrant is a rockstar and y'all should check out this episode ft. my fav CEO (@jonstein, duh). open.spotify.com/episode/3ey…
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Jonathan Stein retweeted
"This 28-Year-Old Financial Advisor Says You Don't Have to Understand the Stock Market to Be a Good Investor" @MONEY @Betterment money.com/money/5649951/mill…
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Jonathan Stein retweeted
🚨 I'm very happy to announce a small but helpful new @Betterment feature: easy skipping of an upcoming auto-deposit. No more turning off an AD required! No more messing up your goal! No stress about setting up aggressive saving! betterment.com/resources/aut…
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Jonathan Stein retweeted
FWIW, I've actually gone 180 on this: I've started to look for apps I can pay for to avoid ads/data selling. Google Play have refunds in 24 hours, generally pretty risk free. Same with subscriptions. I want to be the customer, not the product.
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Jonathan Stein retweeted
Replying to @Betterment
@Betterment recently announced Checking/Saving w/ a 2.69% promotional APY (2.43% non). In tech, you should commoditize your compliments. A high interest rate savings account is a great compliment to an robo's AUM business model. linkedin.com/posts/rexsalisb…
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1/ This week, for @TheEconomist, I wrote about how @Betterment, the most successful robo-advisory firm, has expanded into offering a pair of pretty compelling current and savings account products. economist.com/finance-and-ec…
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Jonathan Stein retweeted
Replying to @Betterment
@Betterment announcing Betterment Everyday Checking & Savings accounts today with an intro APY of 2.69% is 🔥. No minimums, no added fees, FDIC insured. Moving the needle forward for custodians, yet again. betterment.com/resources/bet…
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Why did @ritholtz partner w/ @betterment4advisors despite existing RIA custodian relationships? B4A was only one to fully automate onboarding a new client from website w/o human touching ANY part of it. Striking indictment of how RIA custodian tech is still lagging? #InVest19
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Jonathan Stein retweeted
Attention Quant Nerds! 💎📐🎱 How do you model the value of *all* @Betterment's features concurrently? And more robustly than a backtest? Gauntlet picked up, 🎙️ drop by @SebRollen. betterment.com/resources/res…
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Jonathan Stein retweeted
So proud of my noble "work spouse" @BenBegins for crackin' the @gcpowerlist! @Betterment wouldn't be close to what it is without you 🌈 Use ur powers wisely! 🕸️
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Jonathan Stein retweeted
VIDEO: @Betterment CEO @jonstein on the digital future of finance and banking at #TechonomyNYC in 2016 - ow.ly/7z7f309KHqr
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that was fun! thanks @Betterment @dustinlucien and @jonstein xitter.cf/Betterment/status/8225…
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Our investment policy is evidence based, trying to get the best for our clients. - @jonstein #IndiaInvConf @CFAinstitute @iaipcfa @CFAasia – at Mumbai, India
Jonathan Stein retweeted
Great read on how @Betterment engineers built Two-Factor Auth betterment.com/resources/ins…
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