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Jon Stein

๐Ÿ‘ค Speaker
206 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We are growing faster than I think any firm in history in this space.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

It is a slow to move space.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We are seeing explosive growth given how generally slow it is.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

If you look at the growth of ETFs, we're growing faster than ETFs took off.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

If you look at the growth of, say, discount brokerages, we're growing faster than that.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

So people are becoming aware of what we're doing.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And the entire industry is really shifting to come to us.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

They're all chasing us.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

The advantage that we have is who would you trust?

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Would you trust the old institution that's been ripping you off for years, has been neglecting you at the very best and not getting you what you deserve?

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

who's finally found religion and is trying to come and put a nice veneer on top of their old platform.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Or when you trust the company that has been doing this from day one, who's championing customers, who's fighting for you every day and making this industry change.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I think we have an incredible opportunity to change financial services.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And this is day one.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

240,000 customers.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

It's more.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

There's no minimum.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Those are funded customers.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

We've got lots more people who have signed up, but those are funded accounts.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

That sounds right to me.