Knomee: Turning Client Discovery into Growth for Wealth Management Firms -
Knomee is a cutting-edge client discovery platform designed for wealth management firms looking to deepen relationships, enhance personalization, and drive business growth. Our behavioral finance-driven technology empowers firms to go beyond traditional fact-finding—capturing clients’ goals, values, and financial priorities to deliver more meaningful advice and engagement.
How Knomee Transforms Wealth Management
✅ Scalable, Digital Discovery – Clients engage in guided self-discovery experiences, articulating their financial identity, priorities, and mindset.
✅ Actionable Insights for Advisors – We translate client responses into structured, permissioned insights that help advisors have more productive, high-impact conversations.
✅ Enterprise-Grade Integration – Knomee seamlessly fits into existing CRM and wealth platforms, equipping firms with richer data to enhance planning, retention, and growth.
✅ Future-Proofed Engagement – Address the evolving needs of the next generation of investors, including women and new wealth recipients, by offering a discovery experience that meets them where they are.
We’re Not Another Financial Planning Tool
Knomee isn’t a robo-advisor, financial planner, or portfolio management platform. We’re the missing piece—helping firms bridge the gap between clients’ financial behaviors and the personalized advice they expect.
🔍 Want to see how Knomee can elevate your firm’s client experience? Let’s talk. Schedule a demo today.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Foster City, California 94404, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://knomee.com/
- Keywords
- Financial Wellness, FinTech, Personalization, Data Privacy, Personal Data Ownership, Data Consent, Growth, Engagement, Market Intelligence, Values, Intent, Sentiment, Underserved, Women, Life Events.
- HQ
- Foster City, California
Knomee Questions
Knomee's website is https://knomee.com/
Knomee's LinkedIn profile is https://www.linkedin.com/company/knomeeapp
Knomee has
8 employees.
View email and phone details for 8
employees at Knomee.
Knomee's industry is
Financial Services
Knomee's top competitors are
Cocoy.ai,
Flank,
Wealthmeup,
Exponentup,
Alinea Invest,
Boyu,
Pm Club,
Monytri,
Carta,
Videotutor.
Knomee's categories are Financial Services
Knomee's founding year is 2023
