WellspentClearGraph
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Related Products
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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.
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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
Financial Professionals
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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
$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
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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
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 InformationPresults
Founded: 2020
United States
presults.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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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
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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
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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
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