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What is Wellspent?

Wellspent operates as a subscription-driven platform and a public directory dedicated to fee-only financial advisors. Advisors can craft and maintain comprehensive profiles that detail their fee arrangements, credentials, areas of practice, specialties, and client demographics. These profiles are showcased in a public directory, allowing prospective clients to find suitable advisors and request introductions directly without facing per-lead fees. In the 28 days prior to November 4, 2026, AI tools made use of Wellspent advisor records a remarkable 77,388 times. Developers have the option to leverage Wellspent’s Discovery API and MCP server to gain access to this valuable data for personal finance applications and AI-enhanced discovery methods. Members have the ability to update their profiles, and those who subscribe also receive monthly AI visibility reports and can participate in quarterly press initiatives. The platform is specifically designed for independent financial advisors and smaller registered investment adviser firms operating in both the United States and Canada. Membership fees are structured on a per-advisor basis, offering flexible billing options for both monthly and annual subscriptions. Ultimately, Wellspent seeks to improve the visibility and accessibility of financial advisory services for clients in search of expert assistance, ensuring that they can find the right advisor to meet their unique financial needs. Furthermore, by fostering a community of skilled advisors, Wellspent contributes to the overall professionalism and trustworthiness of the financial advisory industry.

What is AllMyHR?

AllMyHR provides specialized HR compliance software designed specifically for small businesses in the United States that desire professional HR assistance without the burden of hiring a full-time HR manager. The service offers two main plans: a Professional Membership at $24.95 monthly, ideal for solo operators who manage their own HR requirements, and an advisor-led option beginning at just $1, with pricing contingent on employee count (starting at $99 per month for 1-25 employees and rising to $299 for those with 251-500). Each plan includes the Smart Living Handbook, which is regularly updated to incorporate the latest changes in state and federal legislation, and gives access to over 350 training courses addressing vital areas such as harassment prevention, manager development, and adherence to ADA and FMLA regulations. Furthermore, subscribers benefit from a rich library of HR templates and documents, as well as a compliance portal that tracks over 3,000 federal and state laws while providing timely notifications. The advisor-led plans enhance support by offering unlimited assistance from qualified HR professionals through phone, email, or chat for various issues including hiring, terminations, leaves of absence, and employee classification. It is crucial to understand that AllMyHR does not operate as a payroll service provider, which allows for seamless integration with any existing payroll systems. As a veteran-owned enterprise, AllMyHR emphasizes user flexibility with no long-term contracts required, enabling clients to cancel whenever they choose, and includes a 30-day money-back guarantee for additional reassurance. This comprehensive approach empowers small businesses to uphold compliance effectively while concentrating on their primary operations, ultimately fostering a more productive work environment.

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Media

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Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$49/month
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

Pricing Information

$24.95/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

ClearGraph

Date Founded

2023

Company Location

United States

Company Website

wellspent.co

Company Facts

Organization Name

AllMyHR

Company Location

United States

Company Website

allmyhr.com

Categories and Features

Directory

Not specified

Categories and Features

HR Compliance

Not specified

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