Marla Sofer is the Founder and CEO of Knomee, where they redefine client discovery within wealth management by integrating AI-powered behavioral insights to enhance growth and retention. With a rich background in strategic partnerships at prominent firms like Carta, Invesco, Microsoft, BlackRock, and J.P. Morgan, Marla has consistently focused on fostering deeper client relationships in the financial services sector. Additionally, they serve as an advisor for several organizations, including Simetria, Mindset Technologies, and ALLINDEX. Marla's career is marked by a commitment to evolving client engagement strategies and promoting effective collaboration in the financial space.
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