Fundraising Fox

Jonathan Stein

Founder

Founder at Betterment Holdings, Inc.

Pound Ridge, New York, United States

FoundedBetterment Holdings, Inc.

Founder at Betterment Holdings, Inc.

Intro paths

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In turn, Jonathan can intro founders to Betterment Holdings, Inc.'s investors below.

Betterment Holdings, Inc.'s investors · 17

Anthemis VentureNew York · $500K – $7M checksBessemer Venture PartnersRedwood City · $5M – $100M checks · since 2021Citi VenturesNew York · since 2021Francisco PartnersSan Francisco · since 2021Future Perfect VenturesNew York · $500K – $5M checksGeneral CatalystSan Francisco · $30M checks · since 2016Globespan Capital PartnersPalo Alto · $250K – $15M checks · since 2021ID8 InvestmentsNew York · since 2021Inertia VenturesNew York · $2M checksKinnevikStockholm · since 2021Menlo VenturesSan Francisco · $1M – $20M checks · since 2015Mobile Internet Capital, Inc.Tokyo · $1M – $85M checksOssian CapitalRed Swan VenturesNew York · $500K – $1M checksRunway Growth CapitalMenlo Park · $10M – $150M checksSquareOne CapitalMiamiTreasuryNew York · since 2021

Co-founders at Betterment Holdings, Inc.

EB
Eli BrovermanExecutive Officer, Director

Experience

  1. WarmerFoundercurrent2023 — presentNew York City Metropolitan Area
  2. BettermentFounder and Board Membercurrent2021 — presentNew York, New York, United States
  3. BettermentFounder and CEO2007 — 2020
  4. Setpoint.ioAdvisor to CEOcurrent2021 — present
  5. ValoraBoard Member2022 — 2026
  6. DenimBoard Member2021 — 2026New York, NY
  7. Parallel MarketsAdvisor to CEO2021 — 2025
  8. SpinwheelAdvisor to CEO2021 — 2024
  9. ArrayInvestor/Advisor2021 — 2024
  10. SpruceSeed Investor/Advisor2016 — 2023
  11. First Manhattan Consulting GroupConsultant2003 — 2007
  12. Harvard UniversityBio Labs Assistant2001 — 2002
  13. Harvard University Dunster GrillDunster Grill Manager1999 — 2001
  14. Harvard Student AgenciesLet's Go (Travel Series)1997 — 1999

Skills & more

StrategyStart-upsInvestmentsRisk ManagementCompetitive AnalysisPortfolio ManagementProduct DevelopmentMarketing StrategyStrategic PlanningBankingEntrepreneurshipMarketing
  • Series 7, 63, 24 — FINRA
  • Chartered Financial Analyst (CFA) — CFA Institute

From Jonathan's professional profile.

Frequently asked questions

Who is Jonathan Stein?
Executive Officer, Director at Betterment Holdings, Inc.
Where does Jonathan Stein work?
Jonathan Stein is Founder of Betterment Holdings, Inc..
What companies did Jonathan Stein found?
Jonathan Stein founded Betterment Holdings, Inc..
Where did Jonathan Stein go to school?
Jonathan Stein studied at Harvard University (BA, Economics); Columbia Business School (MBA, Entrepreneurship, General Management); Harvard University (Degree, Premedical Studies).

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Dustin LucienFormer COO at Betterment at PICUS CAPITALBlake ModersitskiManaging Partner, Pelion VP at Juvo VenturesJoseph GuzelGeneral Partner at HAVEN VENTURESRon SuberInvestor at Upper90Daylor YoungbloodSenior Associate at Pelion Venture PartnersEddy WongExecutive Officer, Promoter at Wanderu

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