Knomee transforms how wealth managers connect with clients through dynamic, digital-first discovery. Traditional financial planning often starts with assets and income, missing the deeper motivations, emotions, and life goals that drive financial decisions. Knomee changes that.

Our intelligent discovery platform helps advisors go beyond surface-level data to uncover each client’s values, aspirations, and financial identity. By integrating behavioral insights and self-guided exploration, Knomee enables wealth managers to build deeper, more personalized relationships at scale.

For wealth managers, Knomee streamlines client onboarding, enhances engagement, and strengthens retention by aligning financial advice with what truly matters to clients. For clients, it provides a friendly, guided, and structured way to articulate their financial goals, helping them feel heard, understood, and confident in their financial journey.

We believe that financial planning should be as unique as the people it serves. By modernizing discovery, Knomee empowers wealth managers to deliver meaningful, human-centered advice that resonates—driving both client satisfaction and business growth.

Knomee reimagines client discovery for better outcomes.