knomee
Behavioral finance-powered platform for wealth management firms to convert and retain clients.
About
Knomee provides wealth management firms with behavioral finance-powered conversion signals to identify and engage prospects ready to convert. Its platform helps advisors understand prospect motivations, prioritize leads, and build trust through interactive discovery, ultimately increasing client participation and practice growth.
Pricing
View pricing page ↗Technology stack
detected 2026-06-12Est. monthly stack spend~$140/mo
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Frequently asked
What does knomee do?
Knomee provides wealth management firms with behavioral finance-powered conversion signals to identify and engage prospects ready to convert. Its platform helps advisors understand prospect motivations, prioritize leads, and build trust through interactive discovery, ultimately increasing client participation and practice growth.
Where is knomee headquartered?
knomee is headquartered in Foster City, United States.
When was knomee founded?
knomee was founded in 2023.
What industry does knomee operate in?
knomee operates in WealthTech, Fintech, Behavioral Finance, Client Engagement, Financial Advisory, CRM.
How many employees does knomee have?
knomee has approximately 10 people on record.