EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
Send us Fan Mail In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and w...
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