Building the Behavioral Intelligence Infrastructure for Modern Wealth Management

Knomee transforms how financial institutions understand, engage, and grow client relationships by generating behavioral intelligence at scale. Through science-backed digital experiences, Knomee creates a proprietary, consent-based behavioral intelligence layer that powers advisor, marketing, and AI workflows, enabling more relevant engagement and driving organic growth through improved acquisition, retention, and lifetime value.

Multiple smartphones displaying the Knoome app interface, including features like goal setting, tracking achievements, community interactions, mental health assessments, and financial mindset surveys.

Created by leaders in the financial services industry to help you make better choices.

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“For too long, wealth management has centered products and sales instead of people. Clients do not wake up wanting an asset allocation. They want confidence, clarity, and the ability to make decisions that move their lives forward. Knomee restores financial agency. It equips advisors to deliver deeper value and flips the industry model from product-first to human-first.”

- Marla Sofer, Knomee CEO

Marla Sofer is a former financial advisor and financial services executive who spent two decades inside wealth & asset management firms including BlackRock, J.P. Morgan, and Invesco, leading product, experience, and growth initiatives. She saw that while advisors deeply care about their clients, the systems around them were never designed to scale human understanding.

Most firms track assets, risk scores, and transactions. Very few systematically capture what clients actually value, fear, and aspire to.

To solve that structural gap, Marla introduced the concept of a client-powered “financial identity,” and built Knomee as the infrastructure to operationalize it. Knomee enables wealth management organizations to transform behavioral intelligence into structured, consent-based data that advisors can use to deliver personalized, measurable financial wellness at scale.

The mission is simple: make human understanding the foundation of modern wealth management.

Meet the Team

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    Marla Sofer

    FOUNDER CEO

  • Black and white portrait of a smiling man wearing glasses and a collared shirt, with a teal circle background.

    Taylor Fah

    HEAD OF ENGINEERING

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    Viktor Mascaro

    DESIGNER

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    John Pearce

    FINANCE & OPS

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    Meghaan Lurtz, PhD

    BEHAVIORAL PSYCHOLOGY PHD, PROFESSOR, ADVISOR

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    Sonja Strzoda

    FINANCIAL INDUSTRY CHANGE AGENT, ADVISOR

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    Beto Pallares, PHD, MBA

    GROWTH ADVISOR