WellspentClearGraph
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Related Products
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About
BizNexus positions itself as a comprehensive platform serving lower-middle-market M&A participants, offering a three-channel system combining off-market sourcing, long-term lead nurture, and a curated deal marketplace. The platform aligns capital firms, owner-led companies, and M&A advisors by identifying, qualifying, and connecting serious opportunities before they are broadly marketed, providing deal-flow tailored to mandates (industry, size, geography) and enabling sellers to quietly explore exit or recap options without public auctions. BizNexus also screens buyers, advisors, and listings to reduce noise and wasted time, offers tools for matching and pipeline management, and supports ongoing engagement of prospects and intermediaries over extended periods (6-24+ months) so that timing no longer causes misses. Through its Marketplace component, users gain access to live mandates, vetted buyers, or pre-CIM teasers across the U.S. and Canada.
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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
Private-equity firms, corporate acquirers, business owners wanting a tool providing deal-sourcing, buyer-matching and market-coverage for the lower-middle-market
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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
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
No information available.
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
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBizNexus
Founded: 2017
United States
www.biznexus.com
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Company InformationClearGraph
Founded: 2023
United States
wellspent.co
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Alternatives |
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Categories |
Categories |
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Integrations
Model Context Protocol (MCP)
Not Supported
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