Knomee

What Knomee does

Knomee is a behavioral discovery platform for wealth management advisors, founded in 2023 by Marla Sofer (formerly of BlackRock, J.P. Morgan, and Invesco) and headquartered in Foster City, California. The platform replaces static intake forms with guided, gamified 'adventure' experiences that capture clients' values, goals, emotional drivers, confidence levels, and decision readiness, outputting a structured 'Financial Identity' profile. The system uses smart sequencing and AI-powered conversation starters, and produces predictive scores (Knomee Quotient and readiness-to-act) to help advisors prioritize prospects and personalize engagement.

The product is delivered through an API-first, SOC2 and ISO27001 compliant architecture with integrations to CRMs (Redtail), financial planning tools, portfolio management systems, and marketing platforms. Feature modules include Household View, Client Questions, Life Events, and a Sample Client Experience for advisors. Revenue is generated via platform subscription with a freemium self-serve trial launched in October 2025, supplemented by an enterprise field sales motion targeting RIAs and enterprise broker-dealers. The company employs 1–10 people and has published case-study outcomes including 4x faster meeting prep, 3x more 5-star reviews, and 5x more referrals at Archer Investment Management.

Name

Knomee

Legal name

Knomee

Website

https://knomee.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Knomee is a behavioral discovery platform that helps wealth management advisors capture structured client Financial Identity data through gamified reflection journeys. It serves RIAs, independent advisors, and enterprise broker-dealers via a freemium trial and enterprise subscription model.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (5132)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

Keywords

• Behavioral finance platform
• Wealth management software
• Client discovery tools
• Advisor enablement software
• Financial identity platform

Headquarters

HQ city

Foster City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription: Knomee operates on a subscription model with a freemium trial component. Wealth management firms pay for access to the behavioral discovery platform. The free trial enables access to the digital discovery and behavioral data infrastructure, with conversion to paid plans for full feature access.
2. Freemium Trial: Free trial of the behavioral finance platform allows wealth management advisors to experience core functionality before committing to paid subscription. Initial traction shows improvements in onboarding speed and client relationships.

Pricing tiers

Go-to-market motion4 records

Distribution channels3 records

Marketing channels7 records

Core offering

Knomee sells a behavioral discovery SaaS platform that enables wealth management advisors to run guided, gamified client reflection experiences ("adventures") which produce a structured Financial Identity output capturing each client's values, goals, emotional drivers, and decision readiness. The platform then generates AI-powered conversation starters and conversion intelligence scores to help advisors prioritize, engage, and convert prospects faster. It is sold under a freemium trial plus enterprise subscription model with API integrations into advisor CRMs, financial planning tools, portfolio management systems, and marketing platforms.

Product overview

Knomee is a behavioral discovery platform for wealth management advisors consisting of a unified core platform with integrated modules and features. The main Knomee Platform delivers the core behavioral intelligence infrastructure, which produces a client's Financial Identity as its primary output. This is enhanced by feature modules including Client Questions (for capturing client concerns), Life Events (for tracking life changes), Household View (for family-level insights and Family ID comparison), Client Profile Navigation (for structured workspace access), and Adventures/Guided Journeys (the client-facing reflective experiences covering Financial Joy, Confidence, Outlook, Future You, and Goals). The platform also generates AI-powered Conversation Starters to guide advisor-client discussions. Advisors can access a Sample Client Experience to preview the full client journey. Together, these components enable wealth management firms to capture behavioral signals, personalize client interactions, improve onboarding, and drive conversion.

Differentiator

Problem solved

Functional benefit

Products and services

• Knomee Platform Behavioral discovery SaaS platform for wealth management advisors and firms that delivers guided, gamified client reflection experiences and produces a structured Financial Identity output plus AI-powered conversation starters and Conversion Intelligence scores. Sold via subscription with a freemium trial entry point and supported by API integrations with financial planning tools, CRMs, portfolio management systems, and marketing platforms. SOC2 Type 2 and ISO27001 compliant.

Quantifiable outcome

• 20% more advisor capacity
• +7 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Dr. Meghaan Lurtz, PhDcoreStrategic or Co-development PartnerDr. Meghaan Lurtz serves as Knomee's Chief Behavioral Officer, bringing academic credentials from Kansas State University and research expertise from Kitces.com. She embeds leading behavioral finance research into every platform experience, ensuring features are grounded in psychology and designed to generate real engagement.
• Ficomm PartnersminorOthersResearch partnership referenced in Knomee blog content. Ficomm Partners and Absolute Engagement survey of 1,000 high-net-worth investors provides industry data on advisor selection criteria and referral trends.
• Absolute EngagementminorOthersResearch partnership referenced in Knomee blog content. Joint survey research on wealth management client behavior and advisor selection preferences.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• TIFIN: AI-driven wealth platform building discovery, engagement, and personalization tools for advisors; thematic peer in applying AI to advisor-client matching and growth.
• Hidden Levers: Financial planning and stress-testing tool for RIAs; overlaps with Knomee in giving advisors deeper, structured client-context inputs for planning conversations.
• RightCapital: Modern financial planning software for RIAs with a focus on client engagement; competes with Knomee for onboarding, discovery, and ongoing client meeting workflows.
• Catchlight: AI-driven advisor lead scoring and conversion intelligence platform; directly comparable to Knomee's Conversion Intelligence and Knomee Quotient capabilities for prioritizing in-market prospects.

Direct peers

• MoneyGuidePro: Goals-based financial planning platform for RIAs; competes for the same client-discovery and engagement slot in the advisor workflow that Knomee's Financial Identity and Adventures target.
• Riskalyze: Risk profiling and tolerance tool for advisors; overlaps directly with Knomee as a client-discovery / behavioral-input layer for wealth managers, and is the most cited 'before Knomee' solution in the space.
• eMoney Advisor: Comprehensive financial planning and client portal for advisors; a direct competitor in client engagement, onboarding, and discovery experiences for RIAs and enterprise wealth firms.

Others

• Redtail Technology: Leading CRM for RIAs and an existing Knomee integration partner; represents both an ecosystem ally and a potential competitive channel if it bundles its own client-discovery features.

Broad incumbents

• Salesforce Financial Services Cloud: Dominant enterprise CRM with a wealth and asset management edition; competes for the advisor client-data and engagement layer that Knomee targets with its CRM-integrated discovery platform.
• Orion Advisor Tech: Large wealthtech platform spanning portfolio accounting, CRM, and planning; could embed behavioral discovery as a native module, representing a primary incumbent threat to Knomee.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@KnomeeApp/podcasts

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Knomee