Grow Your Wealth Business with Better Signals
Knomee gives wealth management firms real conversion signals so you know who’s ready, what’s driving their decisions, and how to engage and close them faster.
Organically grow your business.
10x
more relevant data
30%
more quality leads
90%
client participation rate
50%
increased engagement
50%
reduced CAC
You’re spending millions to acquire clients—without knowing who will actually convert.
The Problem:
Poor Intent Signals
Scraping the same sites as everyone else does not generate quality leads that will convert.
Static Intake Forms
Generic forms capture surface-level data—missing the real motivations behind client decisions.
Sub-par conversion rates
You’re driving pipeline, but too few prospects actually convert which wastes spend, increases CAC and masks what’s working.
Until now
The solution is Knomee:
Behavioral finance built into every prospect conversation
“Knomee is a tool that binds the client and advisor. It helps the client feel that this person cares, knows, and understands me. It powers the difference between a service provider and someone I trust.”
Engage
Understand why prospects make decisions and tailor messaging to motivations, not demographics.
Prioritize
Receive data telling you who is actually
in-market, and has a higher propensity to convert so you can prioritize those prospects sooner.
Convert
Build deeper trust and understand prospect needs to move the relationship forward and close sooner.
But don’t take our word for it…
Delight clients with interactive discovery
Finally, an alternative to homework-like questionnaires. With Knomee, clients get a guided experience that feels as engaging as their favorite wellness app and keeps advisors on top of every life change.
100% of Knomee users report that it’s easy to use.
Uncover insights they’ve never known how to explain
Knomee uses behavioral finance to surface values, emotions, and decision readiness, and gives even meeting-averse clients the language to share them.
“Knomee’s structured revelation and smart sequencing turn the unspoken drivers into clear, actionable advisor insights.”
Joe Francis, Director of Advisor Experience, $40B Registered Investment Advisor
Go deep with meaningful conversations every time
Connect beyond standard market insights. Knomee surfaces what matters most to each client with the perfect prompts to spark trust-building conversations like magic.
“Every advisor can review the markets. Few uncover what truly drives a client. Knomee makes that the easiest part of my job.”
Renee Cohen, CFP, Managing Partner & Wealth Advisor, Nexa Wealth Management
Scale behavioral discovery across your business
Knomee is built to scale and SOC2 compliant. Every advisory team can deliver best-in-class experiences that build trust, help you stay connected through life changes, and create continuity across generations.
“Before Knomee, behavioral finance lived in theory. Now it’s built into every client conversation - firmwide.”
Head of Financial Planning, top 5 Enterprise Wealth Firm
Better discovery means better business outcomes
How Archer deepened client trust with Knomee
Archer replaced manual forms and inconsistent discovery with Knomee’s gamified client adventures. This streamlined onboarding, boosted referrals, and created deeper, more consistent advisor-client connections.
4x
faster prep for meetings
3x
increase in 5-star reviews
5x
more quality referrals
20%
increase in efficiency
“Clients never completed other questionnaires. We were looking for systemitized BeFi. Knomee’s process is polished, and lets clients get deeper. Our team saves time and shows up aligned, focused on what matters.”
More reasons advisors love Knomee
Prospecting Playbook
Knomee gives marketers the ability to convert leads faster.
Succession & Continuity Support
Knomee creates and keeps a record of each client’s goals, values, and behaviors. With this, new advisors have a deep understanding of the client’s holistic financial identity from day one.
Integrations
Knomee offers APIs to connect to your financial planning tools, CRMs, portfolios management systems, and marketing platforms.
AI-Ready Data
Knomee structures every client response to be immediately effective with LLMs.
Safety + Compliance
Built on trust, Knomee gives clients complete agency over their data. Knomee is SOC2 and ISO27001 compliant.
Developed by the best in behavioral finance
Knomee partnered with Dr. Meghaan Lurtz, PhD to embed leading behavioral finance research into every experience. Each feature is grounded in psychology and designed to generate real engagement, helping advisors deliver more personalized, insight-driven advice.
Meghaan Lurtz, PhD
BEHAVIORAL PSYCHOLOGY PHD, PROFESSOR, ADVISOR
Make discovery more human with Knomee
1. What is Knomee?
Knomee is a behavioral discovery platform that helps advisors understand what truly matters to every client, so they can build trust faster and grow their practice with confidence.
2. How is Knomee different from traditional discovery tools?
Traditional discovery is static and surface-level. Knomee uses behavioral finance and personalized prompts to unlock deep insights digitally, consistently, and in real time.
3. What kind of insights does Knomee provide?
Knomee surfaces emotional drivers, values, priorities, and decision readiness that clients often don’t know how to express on their own or wouldn’t bring up.
4. How does Knomee help me grow my practice?
By delivering deeper client understanding, Knomee uncovers new planning and product opportunities, boosts loyalty, and builds relationships with household members to retain clients during life transitions.
5. Is Knomee complicated or time-consuming to use?
Not at all Knomee is designed to be intuitive for both advisors and clients. Advisors get each client up and running in minutes, and clients go through a full articulation of goals in less than 10 minutes.
6. How do I use Knomee in my workflow?
Knomee supports prospecting, onboarding, prep for review meetings, succession planning, and M&A support. It integrates easily with your existing tools.