AllocatINAllocatIN Ltd
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WellspentClearGraph
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Related Products
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About
AllocatIN is an invitation-only platform for institutional investors and investment managers seeking private-market relationships. Members create profiles with details such as asset classes and geographies, then receive a curated set of potential counterparties. Members control profile visibility and decide whether to connect; contact is enabled only after both sides express interest. Applicants are verified before joining. The service offers an alternative to cold email, conference networking and ranked directories. AllocatIN says it does not rank managers, publish performance data or charge success fees. Placement agents, advisors and service providers are not admitted. Allocators can use the platform for free, while managers can choose a free basic tier or a paid Pro plan. AllocatIN also provides iOS and Android apps.
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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
Investors and fund managers
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Audience
Fee-only financial advisors and RIA firms in the US and Canada
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Support
Phone Support
Not 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 VideosNo images available
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Screenshots and VideosNo images available
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Pricing
Free
Free Version
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
Supported
Webinars
Not Supported
Live Online
Not 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 InformationAllocatIN Ltd
Founded: 2026
United Kingdom
www.allocatin.com
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Company InformationClearGraph
Founded: 2023
United States
wellspent.co
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Categories |
Categories |
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Integrations
Model Context Protocol (MCP)
Not Supported
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