Advisor PromoterMoberate Technologies
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WellspentClearGraph
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Related Products
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About
Advisor Promoter is a marketing automation technology that helps advisers connect with customers and prospects, engage in meaningful ways, and ultimately, help their business succeed. Built with a talented team of marketers and technologists with experience in developing enterprise-level market automation solutions for international markets, advisor promoter sets a new standard in simplicity and usability without compromising on power. We have focused on developing a comprehensive system that leverages the latest technology to help advisors reduce compliance risk through automating repetitive tasks such as the review process, nurturing existing relationships through a range of very powerful pre-designed campaigns and generating new leads via referral campaigns combined with engaging content that can be easily shared and tracked across social channels. The power of marketing automation made simple.
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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.
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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
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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
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Audience
Brands, marketers and companies seeking a marketing automation solution to improve their processes
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Audience
Fee-only financial advisors and RIA firms in the US and Canada
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$100 per month
Free Version
Not Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationMoberate Technologies
Founded: 2016
New Zealand
www.advisorpromoter.com
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Company InformationClearGraph
Founded: 2023
United States
wellspent.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Marketing Automation Features
A/B Testing
Supported
Analytics / ROI Tracking
Not Supported
Artificial Intelligence
Not Supported
Content / Blogging Platform
Not Supported
Customizable CTAs
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Landing Pages / Web Forms
Not Supported
Lead Scoring
Supported
Sales Intelligence
Supported
Search Marketing
Not Supported
Segmentation
Supported
Social Marketing
Supported
Website Visitor Tracking
Supported
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Integrations
Model Context Protocol (MCP)
Not Supported
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