Knomee offers flexible pricing to meet your needs.

Popular

Essential

$99 per advisor seat/month

$1200 one-time setup fee

Annual subscription

  • Library of guided BeFi “adventures” to help clients explore values & goals

  • AI-supported goal articulation

  • Advisor dashboard:

    • Custom, secure client invitation link

    • AI-powered personalized conversation starters and structured insights

    • Real-time CSV downloads of permissioned client data & AI insights

  • Ready-to-send templates to introduce clients at key touch points

  • Email alerts when clients complete adventures

  • Onboarding and implementation support

Premium

Custom pricing

Built for Mid-tier Broker Dealers, RIA Aggregators, >$5B AUM

Everything in Essential Knomee, plus:

  • Brand and messaging customization

  • Automated client & advisor reminders to boost engagement

  • Tools and templates for client continuity during M&A and advisor succession

  • Quarterly reporting on adoption, engagement, and client outcomes

Enterprise

Custom pricing

Built for National Broker Dealers, Banks, Insurers, Retirement Plan Administrators

Everything in Essential & Premium Knomee, plus:

  • Fully configurable client adventures

  • Training for advisors and cross-functional teams

  • CRM and planning tool integration

  • API access for data sharing and system integration

  • Deep collaboration with enterprise compliance, risk, planning, and marketing teams