In Pursuit of Comprehensive Financial Wellbeing with Betterment

In Pursuit of Comprehensive Financial Wellbeing with Betterment

Jon Stein is the Founder and CEO of Betterment, one of the world’s leading digital investments companies.

We first connected with Jon in January 2018 in a great episode that’s still very relevant today. Since then, Betterment has added $4 billion in assets under management to its platform and today, they’re launching checking and savings accounts as they extend their offering into banking.

This move is a compelling one at a time when consumer fintechs are increasingly extending early product sets in pursuit of comprehensive financial services offerings.

In addition to the insights we deliver through our podcast and newsletter, Rebank offers advisory services to fintechs, banks and corporates.

Drawing on our experience starting, running and advising fintech businesses and our vast network of the most impactful fintech entrepreneurs, investors and innovators around the world, we help companies make sense of fintech, work through specific questions and optimize proposition and strategy.

For more information about our services, please visit

Thank you very much for joining us today. Please welcome, Jon Stein.