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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 Seeds?

Seeds is a cutting-edge investment management platform tailored for registered investment advisors (RIAs) that emphasizes a human-centric methodology. It enables advisors to thoroughly comprehend their clients' goals, values, and risk appetite through a structured onboarding process complemented by sophisticated risk assessment tools. With Seeds, advisors can effectively devise and evaluate customized, values-oriented portfolios, generate professional proposals, implement strategies, and disseminate insightful analyses, all within a unified digital environment. The platform boosts operational productivity by streamlining client onboarding, automating portfolio management, and alleviating advisors from mundane tasks, which allows them to focus more on meaningful interactions with their clients. Founded by experienced financial advisors, Seeds is revolutionizing the wealth management sector by fusing robust investment functionalities with smooth workflows and a client-centered, empathetic approach. This guarantees that advisors can genuinely tailor their offerings to meet the specific needs of each client, ensuring that every interaction is both impactful and relevant. Moreover, Seeds fosters a collaborative atmosphere where advisors can continuously refine their strategies based on direct client feedback, making the investment process more adaptive and responsive.

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Media

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

ClearGraph

Date Founded

2023

Company Location

United States

Company Website

wellspent.co

Company Facts

Organization Name

Seeds

Date Founded

2019

Company Location

United States

Company Website

useseeds.com

Categories and Features

Directory

Not specified

Categories and Features

Wealth Management

Not specified

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