Marla Sofer is the Founder and CEO of Knomee, where they actively redefine client discovery in wealth management to drive growth and retention through AI-powered behavioral insights. Marla previously held key leadership roles at notable firms such as BlackRock, Microsoft, and J.P. Morgan, focusing on partnerships and business development in financial services. With experience as a VP at both Invesco and Carta, Marla has consistently championed innovative strategies to enhance client engagement and operational efficiency. They have also contributed as an advisor across several organizations while hosting a podcast that explores industry trends. Marla studied at Rutgers, The State University of New Jersey-Newark.
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