Wellspent

Wellspent

ClearGraph
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+

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About

Presults is a modern compliance solution for SEC and FINRA- registered investment advisers. We help financial advisors by providing a cost-effective and intuitive solution for archiving client communications, including text messaging, social media, email, and websites. Presults allows advisors to proactively address potential compliance issues before they occur.

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

Financial Professionals

Audience

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

Support

Phone Support Supported
24/7 Live Support 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

$89 per month
Presults is $89 per month for the first 3 users and then $10 per month for additional connectors
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 Not Supported

Training

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

Company Information

Presults
Founded: 2020
United States
presults.com

Company Information

ClearGraph
Founded: 2023
United States
wellspent.co

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Categories

Email Archiving Supported

Categories

Directory Supported

Email Archiving Features

Access Control Not Supported
Backup Management Not Supported
Compliance Management Supported
Data Deduplication Not Supported
Data Export Supported
eDiscovery Not Supported
Encryption Supported
Retention Management Supported
Storage Management Supported
Threat Protection Not Supported

Integrations

Facebook Supported
Google Workspace Supported
Instagram Supported
LinkedIn Supported
Microsoft 365 Supported
Microsoft Teams Supported
Model Context Protocol (MCP) Not Supported
Zoom Supported
Zoom Phone Supported

Integrations

Facebook Not Supported
Google Workspace Not Supported
Instagram Not Supported
LinkedIn Not Supported
Microsoft 365 Not Supported
Microsoft Teams Not Supported
Model Context Protocol (MCP) Supported
Zoom Not Supported
Zoom Phone Not Supported
Claim Presults and update features and information
Claim Presults and update features and information
Claim Wellspent and update features and information
Claim Wellspent and update features and information