Turn Discovery into Growth

Knomee helps wealth managers engage, retain, and grow!

Save time, convert faster, and retain through transitions with stronger, deeper client engagement.

Knomee is a behavioral-finance based client discovery platform

Grow and retain clients with real-time emotional intelligence and actionable insights.

Trusted by Top Wealth Managers

  • "We wanted systematized BeFi. What's on the market is not enough. Knomee's process is polished and consistent with what we believe works in the market. It lets clients take things further than any other tool we've evaluated. It's what we were looking for."

    Archer Investment Management

  • "Knomee helps me surface what really matters. It turns months of advisor-client back-and-forth into clarity—fast."

    Advisor at $150B+ RIA

  • "We struggle to capture life events—house, kid, divorce, inheritance. And we don’t know how to evolve an interaction based on how their life needs and stages change. Knomee solves this."

    CFP at $40B RIA

  • “It makes perfect sense that if you start with confidence and trust—by asking the client what truly matters—you incentivize asset consolidation.”

    Head of Advisor Transitions, $50B RIA

  • "It generally takes me months, if not years, to gain the understanding and insights about a new client that Knomee offers. I get to deliver value immediately."

    Cokie Cox, Alphavest

  • I like qualitative discussions, but I'm not a trained psychologist. I benefit from the jump start Knomee introduces. If I have the opening, I can take it from there.

    CFP Founder of Growing RIA

  • Clients are passive answer-ers and many advisors are poor question ask-ers... this bridges that skill gap.

    Founder of $50B RIA

Knomee transforms client discovery into a competitive advantage, helping financial firms build stronger connections, accelerate conversions, and drive long-term retention.

💡 For Wealth Managers:

Drive retention and growth with personalized, value-aligned engagement that deepens client relationships—at scale.

💡 For Clients:

Get the right advice at the right time—so you can move forward with confidence, knowing your future is secure.

Discover

Clients engage in an intuitive & engaging self-discovery journey.

Engage

Advisors receive structured insights to tailor financial strategies.

Grow

Deeper relationships, stronger retention, better outcomes.

Build Trust - The Knomee Advantage

Streamline Prospecting:
Get to what matters most to convert faster

Codify Knowledge:
Preserve insights during advisor succession & transitions

Engage the Next Generation:
Strengthen long term relationships

Scale Planning Efficiently:
Spend less time fact-finding, more advising

Differentiate & Justify Value:
Deepen engagement in line with your brand

Retain Clients Through Life Events:
Adapt to changing client needs

Ready to See Knomee in Action?

Book a free demo today and discover how Knomee can help you build trusted relationships, engage diverse clients, and grow your business.