In the wealth management space, advice is everywhere, but understanding is rare.Most advisory platforms today are powered by backward-looking data: portfolio balances, transactions, and risk scores. These inputs make sense to systems, but not to people.Marla Sofer sees the blind spot. She started as a financial advisor, then spent over a decade inside the operating cores of JP Morgan and BlackRock. She’s helped scale product and partnership teams inside Microsoft. Today, she’s building Knowmee, a company that operates on a simple premise:

If you want to give better advice, you need better data. And not just more of it, more human data.