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.

Knomee

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