What Happened?
Raleigh, NC-based AdvisorEngine Appointed Joe Kozeniewski as Head of Performance Marketing
About the Company
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
About the Person
Joe Kozeniewski is Head of Performance Marketing at AdvisorEngine. Previously, Joe held various senior HR leadership roles in the industry.
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