Knownwell
Knownwell is an AI-powered Commercial Intelligence platform that synthesizes unstructured client communications into real-time client health scores and retention/growth recommendations for B2B professional services firms, acquired by 2X in June 2026.
- Company typePrivate
- Founded2024
- HeadquartersHaymarket, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Knownwell does
Knownwell is an AI-as-a-Service company that builds a Commercial Intelligence platform for B2B professional services firms. Founded in 2024 and headquartered in the Washington, DC / Northern Virginia region, the company synthesizes "natural information flows" — emails, meeting transcripts, chat messages, and external market signals — into real-time client health scoring and actionable retention and growth recommendations. The platform ingests data from email systems (Microsoft 365, Google Workspace), CRMs (Salesforce, HubSpot), and a broader set of premium communication connectors (Slack, Teams, Gong, Fireflies, Dialpad, Fathom, Otter, Granola, Google Meet), using AI under zero-retention agreements with model providers so that customer data is not used to train third-party models. Core products include Knownwell Intelligence (the central AI engine), the Knownwell Score (a proprietary daily-updated commercial health metric), Retention Intelligence, Growth Intelligence, Intelligent Orchestration, RevOps for Clients (a services tier), and Implementation Services for tuning, engineering, and agent development.
The business operates a per-client-entity SaaS subscription model (priced on the number of client companies measured rather than per-seat) with volume discounts, annual billing that saves 30% versus monthly, optional paid premium connectors, and a self-serve 30-day free trial alongside direct enterprise sales. Its primary segment is professional services firms — including marketing agencies, technology services firms, B2B SaaS, FinOps consultancies, MSPs, outsourcers, and broader business services — with named customers 2X and Concept Services cited as case studies. Following $6M of total funding across pre-seed ($2M, Jan 2024) and seed ($4M, Sept 2024 led by Sovereign's Capital) rounds, Knownwell was acquired by Philadelphia-based B2B services firm 2X in June 2026 in a transaction valuing the combined company at more than $400 million; Knownwell founder David DeWolf was appointed CEO of the combined entity, and the company now operates as part of 2X's human-agentic services platform serving 200+ enterprise clients.
Knownwell firmographics
Firmographics- Name
- Knownwell
- Legal name
- Knownwell
- Website
- https://knownwell.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Knownwell is an AI-powered Commercial Intelligence platform that synthesizes unstructured client communications into real-time client health scores and retention/growth recommendations for B2B professional services firms, acquired by 2X in June 2026.
- Ownership category
- akta.pro rank
Knownwell industry classification
Industry- Product category
- Commercial Intelligence Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ)
Keywords
Where Knownwell is headquartered
LocationHeadquarters
- HQ city
- Haymarket
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Knownwell business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Knownwell operates on a per-client-entity subscription model, charging based on the number of client companies measured within the platform rather than per user seat. This approach is designed for collaborative services firms where account managers, leadership, and delivery leads all benefit from the platform. Pricing scales with volume — higher client counts result in lower effective cost-per-client through volume discounts. Annual billing offers a 30% savings compared to monthly billing. Optional premium connectors (Microsoft Teams, Slack, Gong, Fathom, Fireflies, Dialpad, Granola, Google Meet) are available at additional cost on top of the base email and CRM integrations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Volume-based subscription pricing — price per client entity decreases as total managed clients increases |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels9 records
Knownwell product offering
Product offeringCore offering
Knownwell provides an AI-powered Commercial Intelligence platform that sits above a professional services firm's existing data stack and synthesizes natural communications (emails, meeting transcripts, chat), enterprise system data, and external market signals into real-time client health scores, retention risk indicators, and growth opportunity insights. The platform includes Intelligent Orchestration for AI-driven execution and is delivered alongside optional RevOps for Clients and Implementation Services for mid-market and enterprise B2B services companies.
Product overview
Knownwell is an AI-as-a-Service (AIaaS) platform for B2B professional services firms, consisting of a unified Commercial Intelligence Platform with integrated modules. The core Knownwell Intelligence platform synthesizes natural communications, enterprise data, and external market signals through advanced AI to generate real-time commercial insights. This platform includes Retention Intelligence for churn detection and early warning, Growth Intelligence for upsell/cross-sell opportunity identification, and Intelligent Orchestration for AI-driven execution. The proprietary Knownwell Score provides real-time commercial health scoring updated daily. The company also offers RevOps for Clients (Revenue Operations services), Implementation Services (professional services for deployment), the Knownwell Notetaker connector (meeting transcription), and an AI Readiness Assessment tool. The platform integrates with major communication tools (Microsoft 365, Google Workspace, Slack, Microsoft Teams, Gong, Fireflies, Dialpad) and CRMs (Salesforce, HubSpot) via standard or premium connectors, plus a public API.
Differentiator
Problem solved
Functional benefit
Products and services
- Knownwell Intelligence (Commercial Intelligence Platform) Central AI-powered platform that synthesizes natural communications (emails, transcripts, chat), enterprise data, and external market signals into actionable commercial intelligence for B2B professional services firms. Provides real-time client health scores (Knownwell Score), retention risk indicators, and growth opportunity identification via email and CRM connectors.
- Intelligent Orchestration AI-powered execution layer that acts as an AI Chief of Staff to prioritize actions, streamline communication, ensure accountability, and drive workflows to completion across account management and delivery teams.
- RevOps for Clients Revenue Operations service extending operational rigor beyond deal-close into client retention and expansion. Delivered at three levels (Client Operations, Commercial Operations, Commercial Enablement) covering Weekly Portfolio Triage, Monthly Portfolio Review, Weekly Revenue Control, Monthly Growth Forecast, and Quarterly Business Review.
- Implementation Services Modular, engineering-led onboarding covering Intelligence Tuning (customizing AI models to client and industry specifics), Forward-Deployed Engineering (custom API development, bi-directional CRM sync), Management System Design (workflow mapping, meeting cadence), and Agent Development (autonomous AI agents for client intervention briefs and outreach).
Companies that use Knownwell
Customer profileNamed customers2 records
Segments10 records
Ideal customer profiles2 records
Knownwell technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability10 records
Feature8 records
Knownwell partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered flagship, core and secondary.
- 2Xflagship2X, a Philadelphia-based B2B technology and services firm, acquired Knownwell in June 2026 in a transaction valuing the combined company at more than $400 million. Knownwell founder David DeWolf was appointed CEO of 2X, joining its board. The acquisition merged Knownwell's AI technology — which analyzes customer conversations and activity to generate retention and growth insights — with 2X's global service delivery capabilities, creating an integrated go-to-market platform for businesses. The combination positions 2X as a human-agentic services company spanning B2B marketing, sales, and customer success, serving more than 200 enterprise clients.
- Microsoft 365 / Microsoft GraphcoreKnownwell integrates with Microsoft 365 via Microsoft Graph API, passively analyzing email exchanges to detect engagement trends, response times, and relationship health. This is a primary data source connector for the platform, requiring only read-only access to email. Microsoft 365 is offered as a free standard connector in all Knownwell plans.
- Google WorkspacecoreKnownwell integrates with Google Workspace for email analysis, passively analyzing Gmail exchanges to detect engagement trends, response times, and relationship health. Google Workspace is offered as a free standard connector alongside Microsoft 365, allowing customers to choose their email provider.
- SalesforcecoreKnownwell integrates with Salesforce for CRM data synchronization. Client lists can be pulled directly from Salesforce, and the integration allows Knownwell to enrich its client health analysis with CRM records. Salesforce is offered as a free standard connector (one CRM included in base plan) with optional additional connectors for advanced integrations.
- HubSpotcoreKnownwell integrates with HubSpot as an alternative CRM option. Client lists can be synced from HubSpot to Knownwell, and bi-directional data flow supports client health analysis. HubSpot is offered as a free standard connector alongside Salesforce.
- SlacksecondaryKnownwell integrates with Slack for internal and external discussion analysis, providing key signals about priorities, client concerns, and account momentum. Slack is offered as a paid optional connector beyond the standard email and CRM integrations included in base plans.
- Microsoft TeamssecondaryKnownwell integrates with Microsoft Teams for chat and meeting analysis, capturing internal and external discussions that provide signals about client relationships and account health. Teams is offered as a paid optional connector beyond the standard email and CRM integrations.
- GongsecondaryKnownwell integrates with Gong for meeting transcript data, which feeds into the Knownwell instance to enrich client relationship analysis. Gong is listed as a paid optional connector beyond the standard email and CRM integrations.
- Knownwell Public APIsecondaryKnownwell exposes a public API (api.knownwell.com) allowing customers to pull Knownwell data into their own platforms and build custom integrations. The API documentation is publicly accessible and is part of the platform's extensibility strategy for enterprise customers.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Knownwell competitors and assessment
Company assessmentBroad incumbents
- 6sense: Account intelligence and revenue AI platform that synthesizes buying intent, firmographic, and engagement signals to identify and expand opportunities. Adjacent in AI-driven commercial intelligence but with a stronger pre-sales orientation than Knownwell's post-sale focus.
- Clari: Enterprise revenue intelligence and RevOps platform that captures signals from emails, meetings, and CRM to forecast pipeline and account health. Broader than Knownwell (forecasting and pipeline), but overlapping on conversational-signal-based account intelligence.
Direct peers
- Planhat: Customer success platform with health scores, playbooks, and customer journey automation. Comparable in serving B2B services and SaaS customers, though heavier on structured CRM data than conversational analysis.
- Vitally: Customer success platform for B2B SaaS with health scoring, account insights, and CS workflows. Overlaps Knownwell on the account-health and expansion-intelligence use cases for mid-market SaaS customers.
- Totango: Enterprise customer success platform with health scoring, segmentation, and journey orchestration. Targets B2B SaaS and services firms, overlapping with Knownwell's retention and growth intelligence use cases.
- Gainsight: Leading customer success platform offering health scoring, churn prediction, and renewal/expansion workflows for B2B companies. Directly comparable to Knownwell on the customer-health and retention-intelligence use case, though Gainsight relies on CRM/transactional data while Knownwell emphasizes conversational signals.
- Catalyst (by Productive): Customer success software focused on Net Revenue Retention with health scoring, plays, and account intelligence. Directly comparable to Knownwell in targeting CS teams managing retention and expansion for B2B clients.
- ClientSuccess: Customer success management platform for B2B SaaS, with health scoring, renewals, and account management workflows. Smaller-scale direct peer focused on the same CS-led retention and growth use cases Knownwell addresses.
- ChurnZero: Real-time customer success software with AI-driven health scores, renewal forecasting, and in-app engagement. Closely comparable mid-market CS platform with overlapping health-scoring and churn-prediction functionality.
Emerging players
- Gong: Revenue intelligence platform that analyzes sales conversations to surface deal risk, coaching, and forecast signals. Adjacent to Knownwell's conversational-AI approach; knownwell integrates with Gong today, and they could converge on relationship-health use cases.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Knownwell social profiles
Digital presenceKnownwell compliance and trust
Trust signalCompliance2 records
Knownwell financial estimates
Financial estimateRevenue estimate
Valuation estimate
Knownwell leadership team
Management profileNumber of profiles
Profiles4 records
Knownwell funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Knownwell M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Knownwell
What does Knownwell do?
Knownwell provides an AI-powered Commercial Intelligence platform that sits above a professional services firm's existing data stack and synthesizes natural communications (emails, meeting transcripts, chat), enterprise system data, and external market signals into real-time client health scores, retention risk indicators, and growth opportunity insights. The platform includes Intelligent Orchestration for AI-driven execution and is delivered alongside optional RevOps for Clients and Implementation Services for mid-market and enterprise B2B services companies.
Is Knownwell a public or private company?
Knownwell is a private company. It is classified as corporate owned and is currently acquired.
When was Knownwell founded?
Knownwell was founded in 2024. It employs 1 to 10 people.
Where is Knownwell based?
Knownwell is headquartered in Haymarket, United States, in the North America region.
How does Knownwell make money?
One revenue line is on record: saaS Platform Subscription.
Who are Knownwell's main competitors?
Broad incumbents on record are 6sense and Clari. Direct peers are Planhat, Vitally, Totango, Gainsight, Catalyst (by Productive), ClientSuccess and ChurnZero. Gong is listed as an emerging player.
Does Knownwell have an API?
Yes. Knownwell offers a public API that allows users to pull Knownwell data into their platforms. The API documentation is available at api.knownwell.com/ci/docs. The platform also supports the Knownwell Notetaker connector which generates meeting transcripts that feed directly into the Knownwell instance. Developer documentation is at api.knownwell.com/ci/docs.
What industry is Knownwell in?
Knownwell's product category is Commercial Intelligence Software. Its primary akta.pro industry code is HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs). Its NAICS code is 513210 and its SIC code is 7372.