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.
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.