Wellspent

Wellspent

ClearGraph
+
+

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About

AWS Trusted Advisor is an online tool that provides you real time guidance to help you provision your resources following AWS best practices. Trusted Advisor checks help optimize your AWS infrastructure, increase security and performance, reduce your overall costs, and monitor service limits. Whether establishing new workflows, developing applications, or as part of ongoing improvement, take advantage of the recommendations provided by Trusted Advisor on a regular basis to help keep your solutions provisioned optimally. AWS Basic Support and AWS Developer Support customers get access to 6 security checks (S3 Bucket Permissions, Security Groups - Specific Ports Unrestricted, IAM Use, MFA on Root Account, EBS Public Snapshots, RDS Public Snapshots) and 50 service limit checks. AWS Business Support and AWS Enterprise Support customers get access to all 115 Trusted Advisor checks (14 cost optimization, 17 security, 24 fault tolerance, 10 performance, and 50 service limits).

About

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

IT teams that want to reduce costs, increase performance, and improve security

Audience

Fee-only financial advisors and RIA firms in the US and Canada

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$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 Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Amazon
Founded: 1994
United States
aws.amazon.com/premiumsupport/technology/trusted-advisor/

Company Information

ClearGraph
Founded: 2023
United States
wellspent.co

Alternatives

Alternatives

StyleADVISOR

StyleADVISOR

Informa Business Intelligence

Categories

Cloud Management Supported

Categories

Directory Supported

Cloud Management Features

Access Control Supported
Billing & Provisioning Not Supported
Capacity Analytics Supported
Cost Management Supported
Demand Monitoring Supported
Multi-Cloud Management Not Supported
Performance Analytics Supported
SLA Management Not Supported
Supply Monitoring Not Supported
Workflow Approval Not Supported

Integrations

Model Context Protocol (MCP) Not Supported
New Relic Supported
Sophos Cloud Optix Supported

Integrations

Model Context Protocol (MCP) Supported
New Relic Not Supported
Sophos Cloud Optix Not Supported
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