WellspentClearGraph
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Related Products
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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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About
Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. We are glad you are here, and we would love to have a chat. Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs.
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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
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Fee-only financial advisors and RIA firms in the US and Canada
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Audience
Anyone searching for a community and product discovery platform
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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
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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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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Pricing
No information available.
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
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationClearGraph
Founded: 2023
United States
wellspent.co
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Company InformationYeymo
Founded: 2017
Bulgaria
yeymo.com
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Alternatives |
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Categories |
Categories |
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Collaboration Features
Brainstorming
Supported
Calendar Management
Supported
Chat / Messaging
Not Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Supported
Project Management
Supported
Real Time Editing
Not Supported
Task Management
Supported
Version Control
Not Supported
Video Conferencing
Supported
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Integrations
Desktop.com
Not Supported
Model Context Protocol (MCP)
Supported
Rambox
Not Supported
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Integrations
Desktop.com
Supported
Model Context Protocol (MCP)
Not Supported
Rambox
Supported
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