Marla Sofer
Founder and CEO of Nomi (KnowMe), a leader at the intersection of tech, design, and financial behavior focused on behavioral intelligence and zero-party data to improve financial planning and client engagement.
Best podcasts with Marla Sofer
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Apr 2, 2026 • 45min
Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together
Marla Sofer, founder and CEO of Nomi, blends design, tech, and behavioral intelligence to improve financial planning. She explores why people misperceive their financial behaviors. She explains how zero-party behavioral data and AI can create timely, human-centered prompts. She discusses reframing retirement, closing the knowing-doing gap, consent versus creep, and resilience as an entrepreneur.
