Turn Discovery into Growth
Knomee helps wealth managers engage, retain, and grow!
Save time, convert faster, and retain through transitions with stronger, deeper client engagement.
Trusted by Leading Wealth Managers
“It generally takes me months if not years to gain the understanding and insights about a new client that Knomee offers. I get to deliver value immediately. Knomee is a game changer.”
Helen “Cokie” Cox, Founder & CEO, Alphavest, a fee-only registered investment advisor
Knomee transforms client discovery into a competitive advantage, helping financial firms build stronger connections, accelerate conversions, and drive long-term retention.
💡 For Wealth Managers: Drive retention and growth with personalized, value-aligned engagement that deepens client relationships—at scale.
💡 For Clients: Get the right advice at the right time—so you can move forward with confidence, knowing your future is secure.
Knomee is NOT a financial advisor, planner, bank or portfolio investor. We improve connections for increased value!
Discover
Clients engage in an intuitive & engaging self-discovery journey.
Engage
Advisors receive structured insights to tailor financial strategies.
Grow
Deeper relationships, stronger retention, better outcomes.
Build Trust - The Knomee Advantage
Streamline Prospecting - Get to the heart of what matters faster
Codify Knowledge - Preserve insights during business transitions
Engage the Next Generation - Strengthen long term relationships
Scale Planning Efficiently - Spend less time fact-finding, more advising.
Differentiate & Justify Value - Deepen engagement.
Retain Clients Through Transitions - Adapt to changing client needs.
Ready to See Knomee in Action?
Book a free demo today and discover how Knomee can help you build trusted relationships, engage diverse clients, and grow your business.