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Attendees

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Special promotion for Ascent attendees

Get first month free + waived implementation fee

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Welcome to the new era of client discovery

Transform discovery and uncover the human side of money — fueling deeper connections, stronger client loyalty, and accelerated growth.

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Even your best client relationships leave value on the table.
Knomee uncovers what clients really want, helping advisors deepen connection, surface opportunity, and grow with purpose.

Learn what Knomee can do for you

Learn how Archer Investment Management enhanced client discovery for 4X onboarding acceleration and increased referrals and wallet share.

Deeper insights, streamlined

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Get the case study

Hear from the industry’s top leaders about how they are delivering personalized experiences to chart the future of wealth and drive business growth.

Future of Wealth Management

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Listen to the podcast

On March 11, learn how top firms are using AI and behavioral data to scale trust, personalize advice, improve engagement, and drive growth.

3/11/26 Wealth Leadership Roundtable

Promotional graphic for a Wealth Leadership Roundtable event on March 11 at 10 am PT featuring Marla Sofer and Frank Corrado. The image includes headshots of Marla Sofer, founder and CEO of Knoee, and Frank Corrado, partner at Robertson Stephens and Certified Financial Life Guide, with their names and titles, and the Knoee logo at the bottom.
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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

  • Portrait of a young man with dark hair, wearing a light blue shirt, standing in front of beige vertical blinds.

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

    Head of Advisor Development, $150B Enterprise

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