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Jon Stevenson
AddedAug 14, 2026
UpdatedAug 14, 2026
Jon Stevenson

Jon Stevenson

Co-founder & President, Astraeus

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Jon Stevenson's Career

Astraeus

Astraeus

New York, NY, US
Co-founder & President

Recent news

WealthStack Roundup: Astraeus Launches AI Platform for Advisory FirmsWealthManagement.com · 2026
Astraeus Launches AI-Native Infrastructure for Wealth Management FirmsGlobeNewswire · 2026
Astraeus Launches AI-Native Infrastructure Platform for Wealth Management Firmscitybiz · 2026

Leadership at Astraeus

Andrew LaskyAndrew LaskyHead of Business Strategy
Phill RosenPhill RosenChief Executive Officer

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MorningstarMorningstarChicago, IL, USEvents, Investment Researchest. 1984MorningstarChicago, IL, US · est. 1984

Morningstar provides independent investment research, data, and analytics to individual investors, financial advisors, and institutional clients worldwide.

Public · $91M11.1k
eMoney AdvisoreMoney AdvisorRadnor, PA, USest. 2000eMoney AdvisorRadnor, PA, US · est. 2000

eMoney Advisor provides financial planning software and cash-flow analysis tools for financial advisors and wealth management firms.

$250M
Fidelity InvestmentsFidelity InvestmentsBoston, MA, USest. 1946Fidelity InvestmentsBoston, MA, US · est. 1946

A privately held US multinational operating as investment manager and fintech company.

Seed · $144.3M80k
PractifiPractifiChicago, IL, USest. 2013PractifiChicago, IL, US · est. 2013

Practifi is an intelligent CRM platform built specifically for wealth management firms and registered investment advisors.

MoneyLion

MoneyLion

Investment FirmNew York City, NY, US
SVP, Corporate Development
2018 – 2025 · 7 yrs

Recent news

Socure Secures $156M at $5.2B Valuation, Acquires AI Fraud Investigation Startup FravityCrunchbase News · 2026

Leadership at MoneyLion

Michael PaullMichael PaullBoard Member
John ChrystalJohn ChrystalBoard Member
Matthew DerellaMatthew DerellaBoard Member
Chee Mun FoongChee Mun FoongCo-Founder
Dee ChoubeyDee ChoubeyCo-Founder
Lisa GershLisa GershBoard Member

Similar to MoneyLion

M1 HoldingsM1 HoldingsChicago, IL, USest. 2015M1 HoldingsChicago, IL, US · est. 2015

M1: A top-rated finance super app for investing, borrowing, and spending, trusted with over $6B in assets.

Investment Firm375
Money ForwardMoney Forwardward area of Tokyo, Tokyo, JPest. 2012Money Forwardward area of Tokyo, Tokyo, JP · est. 2012

Money Forward, Inc. offers a banking app for personal finance management and cloud-based accounting solutions.

Investment Firm1.9k
More MoneyMore MoneyLong Beach, CA, USest. 2017More MoneyLong Beach, CA, US · est. 2017

More Money: An AI platform revolutionizing personal finance with automated, intelligent advising.

Investment Firm7
FinTronFinTronWestport, CT, USest. 2017FinTronWestport, CT, US · est. 2017

Fintron: A fintech platform offering mobile banking and investment solutions for young adults.

Investment Firm26
Stifel Financial

Stifel Financial

Investment FirmSt. Louis, MO, US
Head of Alternative Investments
2015 – 2018 · 2 yrs

Recent news

TechCrunch Mobility: Reining in robotaxisTechCrunch · 2026
Maritime intelligence startup Quartermaster raises another $140MTechCrunch · 2026
Meta and Microsoft led tech stocks higher last week despite soaring bond yieldsCNBC Tech · 2026

Leadership at Stifel Financial

Thomas "Thom" WeiselThomas "Thom" WeiselBoard Member
Benjamin AltheimerBenjamin AltheimerCo-Founder
Bill CristBill CristBoard Member
Ronald J. KruszewskiRonald J. KruszewskiCEO
Michael BrownMichael BrownBoard Member
Robert GradyRobert GradyBoard Member

Similar to Stifel Financial

State StreetState StreetBoston, MA, USest. 1792State StreetBoston, MA, US · est. 1792

US-based State Street Corp. provides global financial services, asset management, and investment advisory.

Investment Firm42k
Steward Partners Global AdvisorySteward Partners Global AdvisoryWashington, D.C., DC, USest. 2013Steward Partners Global AdvisoryWashington, D.C., DC, US · est. 2013

Steward Partners Global Advisory: Comprehensive wealth management and investment solutions with a commitment to excellence.

Investment Firm175
Cantor FitzgeraldCantor FitzgeraldNew York City, NY, USest. 1945Cantor FitzgeraldNew York City, NY, US · est. 1945

Cantor Fitzgerald: A leading US financial services firm specializing in equity, trading, investment banking, and e-commerce.

Investment Firm12k
Robertson StephensRobertson StephensSan Francisco, CA, USest. 1996Robertson StephensSan Francisco, CA, US · est. 1996

Robertson Stephens: A tech-focused investment bank and wealth management firm serving high-net-worth clients.

Investment Firm750
Barclays

Barclays

London, Greater London, GB
Managing Director
2009 – 2015 · 6 yrs

Recent news

Expanding the Cyber Verification ProgramAnthropic · 2026
Capitolis raises $220 million from Wall Street giants at $1.9 billion valuationCTech · 2026
Claude Frontier Academy: $100M to train 10,000 engineersAnthropic · 2026

Leadership at Barclays

Bob HoytBob HoytBoard Member
Grant PorterGrant PorterBoard Member
Reid MarshReid MarshBoard Member
Mike AshleyMike AshleyBoard Member
Gautam ChawlaGautam ChawlaBoard Member
Mohamed El-ErianMohamed El-ErianBoard Member

Similar to Barclays

BNP ParibasBNP ParibasParis, FRest. 1848BNP ParibasParis, FR · est. 1848

BNP Paribas: A global French bank offering comprehensive financial and investment services.

190k
HSBCHSBCLondon, Greater London, GBest. 1880HSBCLondon, Greater London, GB · est. 1880

British multinational universal bank serving customers across retail, commercial, and global banking.

219.7k
BNYBNYNew York City, NY, USest. 1784BNYNew York City, NY, US · est. 1784

BNY provides financial platforms and services for institutions, investors, businesses, and wealth clients.

$1.9B51.7k
Clydesdale BankClydesdale BankGlasgow, City of Glasgow, GBest. 1838Clydesdale BankGlasgow, City of Glasgow, GB · est. 1838

Clydesdale Bank brand now handled by Nationwide, which services existing Clydesdale mortgage customers after the banking business transferred.

People Similar to Jon Stevenson

Rohit D'SouzaRohit D'SouzaBoard Member · MoneyLionPrat TiwariPrat TiwariCo-Founder · MoneyLionEdward RawlingsEdward RawlingsCo-Founder · Stifel FinancialIlana FassIlana FassFounder · BarclaysSam M.Sam M.Co-Founder · AstraJohn FreameJohn FreameCo-Founder · Barclays Bank