Joe Ziemer | Vice President of Communications
Betterment LLC

Joe Ziemer, Vice President of Communications, Betterment LLC

Joe is the Vice President of Communications and Policy at Betterment, the largest independent online financial advisor. Joe has played a key role in driving the firm's growth to reach over $10b in assets. In addition to his current role, Joe has led the company's B2B advisor-based business line. Prior to Betterment, Joe ran the NYC office for a boutique PR firm focused on technology clients. In addition to his work at Betterment, Joe is an advisor to early stage startups and an angel investor in two fintech startups, Even and Spruce.


Wealth 2.0 Day 1 - 28th November 2018 @ 14:40

From start-up to scale-up: The benefits of machine-learning for the wealth management industry

  • Background and introduction to the case study
  • Scaling up and implementing new features fast: The benefits of being a start-up
  • Automation of financial management and back office activities
  • Partnerships, funding, and the “growing up” transition
  • The fundamental components and attractive qualities a start-up needs to move to a scale-up?
  • Where is the industry going? start-ups vs. incumbents
last published: 27/Nov/18 11:35 GMT

back to speakers