In this episode, Kendra Thompson speaks with Mara Sofer, Founder and CEO of Knomee — a behavioral finance platform that’s redefining client discovery for advisors. With over 20 years of experience at firms like BlackRock, J.P. Morgan, Microsoft, and Carta, Mara is now on a mission to bring emotional intelligence, values, and self-awareness into financial conversations.
We cover:
- Why understanding clients as deeply as they understand themselves is the missing link in wealth tech
- How Knomee leverages behavioral finance research to transform discovery and advice
- The surprising reactions clients have when engaging with Knomee
- What the B2B shift means for wealth management firms and advisors
- Marla’s founder journey: the challenges, sacrifices, and rewards of building something new
- Her podcast Knowing Me, Knowing You and what she’s learning from futurists and financial innovators
If you’re curious about the future of advice, the role of behavioral data, or how FinTech founders are humanizing wealth management, this conversation is packed with insights.
