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.

Pricing

Price Starts At:
$49/month
Price Overview:
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.

Integrations

Offers API?:
Yes, Wellspent provides an API

Screenshots and Video

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Company Facts

Company Name:
ClearGraph
Date Founded:
2023
Company Location:
United States
Company Website:
wellspent.co

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Wellspent Categories and Features