Upcoming events!
Wealth Leadership Roundtable 3
Join Knomee on March 11 for a high-impact Wealth Leadership Webinar. Learn how top firms are using AI and behavioral data to scale trust, personalize advice, and drive growth. Discover strategies that turn financial identity into actionable insight—fast. Don’t miss this game-changing session for modern wealth leaders.
Fintech Meetup 2026
Knomee is heading to Fintech Meetup 2026! We're bringing the future of client engagement to Las Vegas, showcasing how AI and behavioral science turn financial identity into personalized, scalable experiences. Stop by to see how Knomee helps wealth firms grow faster, retain more, and truly know their clients.
Wealth Leadership Roundtable 2
December 10th at 10am PT/1 ET
Agentic AI in Wealth: What’s Hype, What’s Next, and What Advisors Actually Need
Join Knomee Founder Marla Sofer and 4CAMP Founder Gary Maier, one of the original architects of BlackRock’s Aladdin, for a grounded conversation on how agentic AI is reshaping trust, personalization, and growth in wealth management. Cut through the noise and get real insight into what works, what’s risky, and what’s coming next.
Wealth Leadership Roundtable 1
Join Knomee on September 17 for a high-impact Wealth Leadership Webinar. Learn how top firms are using AI and behavioral data to scale trust, personalize advice, and drive growth. Discover strategies that turn financial identity into actionable insight—fast. Don’t miss this game-changing session for modern wealth leaders.
Knomee @ FutureProof
Knomee is heading to FutureProof 2025—the premier event for forward-thinking wealth leaders. We’re showcasing how intelligent client discovery can transform onboarding, planning, and re-engagement into scalable, deeply human experiences.
Whether you're focused on growth, retention, or advisor productivity, Knomee helps you know your clients better—faster.