Turn Discovery into Growth
Knomee helps wealth managers engage, retain, and grow!
Save time, convert faster, and retain through transitions with stronger, deeper client engagement.
Knomee is a behavioral-finance based client discovery platform
Trusted by Leading Wealth Managers
“It generally takes me months if not years to gain the understanding and insights about a new client that Knomee offers. I get to deliver value immediately. Knomee is a game changer.”
Helen “Cokie” Cox, Founder & CEO, Alphavest, a fee-only registered investment advisor
Knomee transforms client discovery into a competitive advantage, helping financial firms build stronger connections, accelerate conversions, and drive long-term retention.
💡 For Wealth Managers: Drive retention and growth with personalized, value-aligned engagement that deepens client relationships—at scale.
💡 For Clients: Get the right advice at the right time—so you can move forward with confidence, knowing your future is secure.
Knomee is NOT a financial advisor, planner, bank or portfolio investor. We improve connections for increased value!
Discover
Clients engage in an intuitive & engaging self-discovery journey.
Engage
Advisors receive structured insights to tailor financial strategies.
Grow
Deeper relationships, stronger retention, better outcomes.
Build Trust - The Knomee Advantage
Streamline Prospecting - Get to the heart of what matters faster
Codify Knowledge - Preserve insights during business transitions
Engage the Next Generation - Strengthen long term relationships
Scale Planning Efficiently - Spend less time fact-finding, more advising.
Differentiate & Justify Value - Deepen engagement.
Retain Clients Through Transitions - Adapt to changing client needs.
Ready to See Knomee in Action?
Book a free demo today and discover how Knomee can help you build trusted relationships, engage diverse clients, and grow your business.