Client Insights That Convert

Knomee captures what clients actually want and turns it into actionable insights so advisors stop guessing and start delivering what matters.

You know how to connect with clients, but staying personal doesn’t scale.

Packed calendar, tech silos, fragmented team, and every client needs something different. Even great advisors lose consistency. Notes (even AI-taken notes) get buried. Priorities shift. Relationships flatten.

28%

of advisor-led clients say they get useful financial planning advice

Bain

81%

of next gen wealth plan to replace their parents’ wealth manager

CapGemini

60-70%

of advisor time is spent on non-advisory activities

Pega

Trusted by Top Wealth Managers

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

    “Four intake forms still missed insights. With Knomee, 100% of clients complete discovery, and plans reflect their own words"

    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.

    “We had no way to track changing client priorities. Knomee surfaces shifts in real time so we stay proactive, not reactive.”

    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.

    “Discovery was inconsistent across advisors. Knomee standardized our process, cut prep time by 50%, and improved NPS.”

    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.

    “Succession was risky—successors lacked client history. Knomee created a living record that protects continuity and retention.”

    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 used to take years to earn deep trust. Knomee cut onboarding time by 30% and got us to meaningful planning faster.”

    Cokie Cox, Founder, Alphavest

  • “M&A created inconsistent client experiences. Knomee gave us a unified framework, turning integration pain into an advantage.”

    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.

    “We had mountains of data but no personalization. Knomee profiles structured insights to help segment and customize at scale.”

    Chief Data Officer, Enterprise Wealth Firm

  • “New advisors took years to build discovery skills. Knomee accelerated trust from day one for consistency firmwide.”

    Head of Advisor Development, $150B Enterprise

Logo of Blue Ocean Global Wealth with text in blue.

Top Four Independent Broker-Dealer

Logo with the word 'alphavest', where 'alpha' is in white and green, and 'vest' is in white.

Knomee is the behavioral data layer for wealth.

Gamified, personalized adventures guide clients to articulate values and goals, and you get structured AI insights that drive growth & retention.

30%

Higher Conversion

10X

ROI on Client Experience

100%

Service Team Alignment

“They really took the time to get to know us.”

- Client of Knomee Customer

Most firms lose clients because they don’t ask the right questions. See how Archer flipped the script.

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.