Because growing your wealth demands that you know yourself

At Knomee, we believe that truly understanding yourself is the key to shaping the future you want.

Through engaging activities, we guide you to reflect on your past and define your goals for the future.

By sharing your Financial Identity™ with trusted financial providers, you build stronger relationships and stay on track to achieve your goals.

Created by leaders in the financial services industry to help you make better choices.

“You deserve a trustworthy advisor who has your best interests at heart!”

- Marla Sofer, Knomee CEO

Our CEO, Marla Sofer, is a former financial advisor and financial services executive frustrated that the industry is structured to sell you products rather than offer you solutions. When advisors don’t take the time to understand clients individually, the result is distrust.

To improve financial wellness and center the needs of the customer, Marla introduced the concept of a holistic "financial identity" created and owned by clients to understand their own needs and goals and hold their hard-earned money accountable to what matters most to them personally.

Meet the Team

  • Marla Sofer

    FOUNDER CEO

  • John Pearce

    FINANCE & OPS

  • Tim Lin

    DATA SCIENCE

  • Meghaan Lurtz, PhD

    BEHAVIORAL PSYCHOLOGY PHD, PROFESSOR, ADVISOR

  • Ilan Davidovici

    CUSTOMER EXPERIENCE THOUGHT LEADER, ADVISOR

  • Sonja Strzoda

    FINANCIAL INDUSTRY CHANGE AGENT, ADVISOR

  • Beto Pallares, PHD, MBA

    GROWTH ADVISOR