Discover Opportunities for Growth

From first meeting to lasting loyalty

Knomee helps you understand what clients value, generating AI insights to power connection and conversion.

Knomee is the behavioral data layer for wealth, turning client values and goals into AI insights that drive growth & retention.

Invite

Outline of an open envelope with a blank letter inside.

Send clients & prospects a secure link for a modular, gamified experience exploring goals, priorities, and confidence in minutes.

Discover

Outline of a magnifying glass icon in purple on a black background.

Clients complete gamified adventures to build dynamic financial identity profiles that share relevant signals in real time.

Learn

Outline icon of a person with a checkmark in a speech bubble behind them.

Advisors receive AI-generated actionable insights & conversation starters, setting up each meeting for success, automatically.

Grow

Black upward-trending line graph with a purple arrow at the end.

Insights flow into CRM and planning tools. No guessing. Just clean, contextual data for better planning and resourcing for clients at scale.

Trusted by Top Wealth Managers

  • A woman with curly hair and glasses smiling at the camera in an indoor setting.

    "Knomee is polished and consistent, and lets clients go deeper than any other BeFi tool we've evaluated."

    Partner, Archer Investment Management

  • A man with glasses, a nose ring, and facial hair wearing a dark sweater looks to the side with a calm expression.

    "Knomee helps me surface what really matters. It turns months of advisor-client back-and-forth into clarity—fast."

    Advisor, $150B RIA

  • A woman with shoulder-length black hair and a broad smile, standing among green plants in what appears to be a greenhouse or botanical setting.

    "We struggle to capture life events—house, kid, divorce, inheritance. Knomee evolves interactions based on life needs."

    CFP, $40B RIA

  • Close-up of a man with curly dark hair, clear eyeglasses, and a beard, smiling gently, wearing a dark sweater, sitting indoors with a plant in the background.

    “It makes sense that if you start with confidence and trust, you incentivize asset consolidation.”

    Head of Advisor Transitions, $50B RIA

  • A woman with shoulder-length dark brown hair, smiling and wearing a black fuzzy sweater, a gold necklace, and earrings, standing against a plain beige wall.

    "It takes me months, if not years, to gain the insights about a new client that Knomee offers. I get to deliver value immediately."

    Cokie Cox, Founder, Alphavest

  • I like qualitative discussions, but I'm not a trained psychologist. Knomee introduces the opening, I can take it from there.

    Founder, $3B RIA

  • A woman with short, curly brown hair smiling, wearing a black top, a striped blazer, and a gold necklace, standing in front of a glass background.

    Clients are passive answer-ers and many advisors are poor question ask-ers... this bridges that skill gap.

    Founder, $50B RIA

QuantStreet Capital logo with a blue swirling graphic and blue text.
Logo of Blue Ocean Global Wealth with text in blue.
Logo with the word 'alphavest', where 'alpha' is in white and green, and 'vest' is in white.

The Knomee Data Advantage

Streamline Prospecting:
Get to what matters most to convert faster

Icon of a person with a magnifying glass and a check mark, representing verified user or identity verification.

Codify Knowledge:
Preserve insights during advisor succession & transitions

Outline icon of a database with a padlock, representing data security or privacy.

Engage the Next Generation:
Strengthen long term relationships

Icon of a money bag with a gear and dollar sign surrounded by circular arrows, representing financial automation or cycle.

Scale Planning Efficiently:
Spend less time fact-finding, more advising

A purple clock icon showing the time as 2:45.

Differentiate & Justify Value:
Deepen engagement in line with your brand

Outline icon of a person within a target or crosshair symbol.

Retain Clients Through Life Events:
Adapt to changing client needs

Icon of three location markers connected by a dashed line, representing a route or journey.

Ready for the growth Knomee unlocks for you?

Mobile phone screen displaying a user profile named Emily Wyzzz on the Knomee app, including contact info, personal details, and insights like confidence levels and engagement scores.