ikaun

Easily create a powerful directory for your organization. Trusted by Fortune 500 enterprises and startups alike to power internal, public, and private client-facing directories. Everything you need in a single directory solution including: custom fields & drop-downs, multiple profile variants, profile templates, optional content approvals, private client microsites, API integrations, and more! Specialized profiles are an effective tool used by organizations to pitch new client business. Workfolio Directory enables using targeted profiles on private client microsites with specific profiles and custom client branding to increase client engagement and win more business. Organizations often have different member profiles to meet different needs. There may be a public profile on the organization’s website, CVs for internal use and other versions tailored to specific client pitches.

Wellspent is a subscription platform and public discovery directory for fee-only financial advisors. Advisors create and update structured profiles covering fee model, credentials, practice geography, specialties, and client types. Profiles appear in public directory pages, helping prospective clients find suitable advisors and request introductions directly, without per-lead fees. AI tools referenced Wellspent advisor records 77,388 times in the 28 days ending November 4, 2026. Developers can access the same data through Wellspent’s Discovery API and MCP server for personal-finance applications and AI-assisted discovery. Members can edit profiles; Membership subscribers also receive monthly AI visibility reports and participate in quarterly press cycles. The service is designed for solo advisors and advisors at boutique registered investment adviser firms in the United States and Canada. Membership is per advisor, with monthly and annual billing options.