Knomee
HQ Address
998 Laguna Circle, Foster City, CA 94404, United States
Website Address
Business introduction
Behavioral finance made easy
Knomee is a digital platform that gives advisors a structured, client-friendly way to integrate behavioral finance into every stage of their discovery process
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.
Knomee Solutions
Knomee for Advisors
Knomee reveals the insights you can’t get anywhere else - helping you deepen engagement, strengthen & retain relationships, scale personalization, and grow your business. Traditional discovery falls short Clients struggle to articulate their priorities. Transitions put retention at risk. Advisors lack real-time behavioral insights. With Knomee, you and your clients discover deep data, including Clients complete......
business needs
view solutionKnomee for Consumers
What is Knomee? Knomee helps you define your financial identity—your values, priorities, and goals—so you become the master of your destiny. Knowledge is power. Understand your money mindset – gain clarity on what truly drives your decisions. Improve conversations with your advisor – ensure your goals are understood. Make confident financial choices – align......
