Audience
Fee-only financial advisors and RIA firms in the US and Canada
About Wellspent
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.
Other Popular Alternatives & Related Software
Workfolio Directory
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.
Learn more about Workfolio Directory
WebPrez
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations.
The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems.
At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through:
• Smart Money Discovery™ – uncover financial goals, concerns, and opportunities
• Smart Money Snapshot™ – generate a simplified overview of a client's financial situation
• Smart Money Blueprint™ – create a personalized action plan and recommendations
WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.
Learn more about WebPrez
ELLA
ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans.
Learn more about ELLA
Advisor Compass
Advisor Compass is a customer relationship management and provider research platform for senior living placement advisors and referral agencies. It brings client intake, care needs, referrals, community recommendations, tours, communications, tasks, and placement outcomes into one workflow, helping teams track families from initial inquiry through move-in and follow-up. Advisors can search a directory of senior living providers using filters for care types, location, Medicaid participation, specialties, and other criteria, then review provider licensing information, enforcement records, histories, and AI-generated research briefings. The platform also supports client and provider portals, electronic signatures, email and text messaging, customizable reporting, and automated workflows. It helps teams coordinate placement work and provider research.
Learn more about Advisor Compass
Pricing
Starting Price:
$49/month
Pricing Details:
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Version:
Free Version available.
Company Information
ClearGraph
Founded: 2023
United States
wellspent.co
Videos and Screen Captures
Other Useful Business Software
Build Agents and Models on One Platform
Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Wellspent Frequently Asked Questions
Q: What kinds of users and organization types does Wellspent work with?
Wellspent works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wellspent support in their product?
Wellspent supports these languages: English.
Q: What kind of support options does Wellspent offer?
Wellspent offers support via online.
Q: What other applications or services does Wellspent integrate with?
Wellspent integrates with: Model Context Protocol (MCP).
Q: Does Wellspent have an API?
Yes, Wellspent has an API.
Q: What type of training does Wellspent provide?
Wellspent provides training in the form of documentation.
Q: How much does Wellspent cost?
Pricing for Wellspent starts at $49/month.
