Discover Opportunities for Growth

From first meeting to lasting loyalty

Knomee delivers emotional and behavioral insights that connect, convert, and retain at scale.

Screenshot of a client management software interface with a mobile app. The app features a smiling woman holding a coffee cup with a purple button labeled "Let's get started." The software displays a list of clients with statuses, including 'pending' and 'active.' An overlay highlights new client insights, including a confidence level of 65%.

Knomee is AI-enabled discovery for wealth firms, unlocking actionable client data to power faster onboarding, smarter planning, and scalable growth.

Invite

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Send clients & prospects a secure link for a modular, gamified experience exploring goals, priorities, and confidence in minutes.

Discover

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It’s not a quiz. Clients build dynamic financial identity profiles that share relevant signals in real time.

Learn

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Advisors receive structured, actionable insights & AI prompts for the next meeting, automatically.

Grow

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Insights flow into CRM and planning tools. No guessing. Just clean, contextual data for better planning, at scale.

Trusted by Top Wealth Managers

  • A woman with curly hair and glasses smiling at the camera in an indoor setting.

    "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

  • A man with glasses, a nose ring, and facial hair wearing a dark sweater looks to the side with a calm expression.

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

    Advisor at $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.

    "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

  • 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.

    “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

  • 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 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

  • 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.

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

    Founder of $50B RIA

QuantStreet Capital logo with a blue swirling graphic and blue text.
Logo of Blue Ocean Global Wealth with text in blue.
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The Knomee Data Advantage

Streamline Prospecting:
Get to what matters most to convert faster

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Codify Knowledge:
Preserve insights during advisor succession & transitions

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Engage the Next Generation:
Strengthen long term relationships

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

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

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Retain Clients Through Life Events:
Adapt to changing client needs

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Ready for the growth Knomee unlocks for your firm?

Mobile phone screen displaying a user profile named Emily Wyzzz on the Knomee app, including contact info, personal details, and insights like confidence levels and engagement scores.