Client Success

Knomee, Inc., founded by Marla Sofer, is a pre-seed company formed by financial and tech industry veterans in order to revolutionize how personal data is captured, managed and shared.  The company’s goal is to empower financial wellness through personalized financial services. Knomee uses the latest behavioral science data to help people drive the changes necessary to live the lives they desire. Knomee uses this information to give customers a voice by engaging them in jargon-free self-discovery, which in turn, enables financial services firms to know their prospects and clients at the depth required to retain and grow their portfolios.

With the firm’s assistance, Marla was able to complete a range of services to aid in the formation and protection of Knomee. Marla and the team worked on the formation of the incorporation, IP protection agreements with employees/employment, SAFE agreements, advisory & design partnership agreements and other exploratory discussions related to IP protection, trademarking, terms of service and partnership.

Marla explained, “Seth Greenstein and the team at Wiggin have been incredible. They are responsive, thoughtful, empathetic, patient, and always willing to help in any way. My experience with Wiggin and Dana has represented the solid foundation I have much needed as I launch Knomee. Deciding to launch a startup to address an industry challenge I’m deeply familiar with has been the most exciting and challenging decision in my career. The value of the consistent support from the team can’t be understated in this first, very volatile year of Knomee’s life.”

Seth Greenstein continues to serve on the Knomee Wiggin and Dana WOI team.

To learn more about Knomee, click here.