Industry

Mar 17, 2021

A Conversation with Betterment Founder Jon Stein

A Conversation with Betterment Founder Jon Stein

Hear from leaders at some of today's most important companies as they share their learnings, challenges, and breakthroughs.

Charting the Future: Jon Stein on FinTech's Next Frontier

Dive into an insightful conversation with Betterment founder Jon Stein as he shares his unique perspective on the evolving FinTech landscape with the Sway Ventures' FinTech team.

In this exclusive video, Stein draws from his 12+ years of experience building Betterment into the largest independent digital wealth management firm to discuss:

  • The transformation of FinTech over the past decade

  • Current trends shaping the industry

  • Exciting opportunities emerging in the next wave of FinTech innovation

Key highlights include:

  • Insights from Stein's journey of growing Betterment from concept to industry leader

  • Analysis of how FinTech has redefined financial services

  • Predictions for future business models and technologies in the sector

Whether you're a FinTech entrepreneur, investor, or industry professional, this recap offers valuable foresight into the future of financial technology from one of its pioneering leaders.

Stein's passion for improving lives through technology and his expertise at the intersection of behavior, psychology, and economics provide a unique lens on the industry's potential.

Don't miss this opportunity to gain insights from a FinTech visionary on how the industry is evolving and where the next big opportunities lie. Watch now and position yourself at the forefront of FinTech's next wave.


Meet Jon Stein

Jon Stein is the founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.

To the dreamers, the builders, the contrarians…

We're not just investing in companies; we're investing in the audacious idea that technology, guided by human wisdom, can create a future of unparalleled prosperity and possibility.

Sway Capital

2801 West Coast Hwy
Newport Beach, CA 92663

The information provided on this website by Sway Capital is for general informational purposes only and does not constitute legal advice. All content is subject to change without notice.

©2025 Sway Capital.

All Rights Reserved.

To the dreamers, the builders, the contrarians…

We're not just investing in companies; we're investing in the audacious idea that technology, guided by human wisdom, can create a future of unparalleled prosperity and possibility.

Sway Capital

2801 West Coast Hwy
Newport Beach, CA 92663

The information provided on this website by Sway Capital is for general informational purposes only and does not constitute legal advice. All content is subject to change without notice.

©2025 Sway Capital.

All Rights Reserved.

To the dreamers, the builders, the contrarians…

We're not just investing in companies; we're investing in the audacious idea that technology, guided by human wisdom, can create a future of unparalleled prosperity and possibility.

Sway Capital

2801 West Coast Hwy
Newport Beach, CA 92663

The information provided on this website by Sway Capital is for general informational purposes only and does not constitute legal advice. All content is subject to change without notice.

©2025 Sway Capital.

All Rights Reserved.