Knomee is a digital platform that integrates behavioral finance into the client discovery process for financial advisors. It provides advisors with structured, research-backed insights into client values, emotions, and decision readiness through a gamified client experience. This approach helps advisors build deeper trust, streamline onboarding, and uncover opportunities for practice growth.
Funding
$500K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals struggle to align their financial decisions with their personal values and goals due to a lack of clarity and understanding of their own financial identity. Existing financial tools often focus on tracking spending or investments without providing a framework for understanding the "why" behind financial choices. This disconnect can lead to a lack of confidence and difficulty in communicating financial needs to advisors and loved ones.
Solution
Knomee is a financial identity platform that helps users articulate their values, goals, and money beliefs to gain personalized insights and actions for better financial decision-making. The platform guides users through interactive activities and games to understand their financial identity and its implications. By creating a comprehensive financial profile, Knomee empowers users to connect with financial advisors and resources who can provide relevant, personalized advice aligned with their aspirations. Knomee helps users build deeper connections and a clearer path to the future they desire by knowing exactly what that means to them and holding their money accountable.
Target Audience
Knomee's primary users are individuals seeking to gain clarity and confidence in their financial decisions by aligning their money with their personal values and goals.
Features
- Interactive activities and games to help users discover and articulate their financial identity.
- Personalized insights and actions based on individual values, goals, and money beliefs.
- Secure platform for creating and managing a comprehensive financial profile.
- Tools for improving communication about financial needs and priorities with others.
- Connection to a supportive community of like-minded individuals.
- Control over how the financial identity is used to deliver value.