Discover Opportunities for Growth

From first meeting to lasting loyalty

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

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Grow with Better Data

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

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    "Knomee is polished and consistent, and lets clients go deeper than any other BeFi tool we've evaluated."

    Partner, 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, $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. Knomee evolves interactions based on life needs."

    CFP, $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 sense that if you start with confidence and trust, 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 takes me months, if not years, to gain the insights about a new client that Knomee offers. I get to deliver value immediately."

    Cokie Cox, Founder, Alphavest

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

    Founder, $3B 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, $50B RIA

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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?

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Book a 15-minute Outcome Call