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How Jon Stein plans to make the most of $45 million of VC money in remaking the RIA business

The Betterment founder says he is open to his B-to-B, read RIA unit, knocking his B-to-C business out of the spotlight

Author Brooke Southall April 22, 2014 at 6:03 AM
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Jon Stein: I think anything's possible. That [Betterment RIA business] could be the larger business [than the retail one] in the long term.

Steve Lockshin

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Jon Stein



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January 11, 2025 at 3:01 AM

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Mentioned in this article:

Wealthfront
Portfolio Management System
Top Executive: Andy Rachleff

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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