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About Knomee

Knomee: Turning Client Discovery into Growth for Wealth Management Firms - Knomee is a cutting-edge client discovery platform designed for wealth management firms looking to deepen relationships, enhance personalization, and drive business growth. Our behavioral finance-driven technology empowers firms to go beyond traditional fact-finding—capturing clients’ goals, values, and financial priorities to deliver more meaningful advice and engagement. How Knomee Transforms Wealth Management ✅ Scalable, Digital Discovery – Clients engage in guided self-discovery experiences, articulating their financial identity, priorities, and mindset. ✅ Actionable Insights for Advisors – We translate client responses into structured, permissioned insights that help advisors have more productive, high-impact conversations. ✅ Enterprise-Grade Integration – Knomee seamlessly fits into existing CRM and wealth platforms, equipping firms with richer data to enhance planning, retention, and growth. ✅ Future-Proofed Engagement – Address the evolving needs of the next generation of investors, including women and new wealth recipients, by offering a discovery experience that meets them where they are. We’re Not Another Financial Planning Tool Knomee isn’t a robo-advisor, financial planner, or portfolio management platform. We’re the missing piece—helping firms bridge the gap between clients’ financial behaviors and the personalized advice they expect. 🔍 Want to see how Knomee can elevate your firm’s client experience? Let’s talk. Schedule a demo today.

Founded in 2023 by Marla Sofer.