Wellspent

Wellspent

ClearGraph
phpListings

phpListings

phpListings.com
5.0 out of 5 stars
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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.

About

phpListings.com is an all-in-one business listings directory website solution with an intuitive and user-friendly search facility, administrator and member panels, automated invoicing and everything you need to start and maintain a profitable directory website. Built-in support for business listings, events, places, classifieds, job postings, blogs and offers makes phpListings a perfect choice for your new or established directory website of any type. Each listing type may have a unique set of custom searchable fields, categories, locations and membership plans. The combination of 'Quick Search' and 'Refine Filters' lets you perform a quick search and then narrow results using custom search filters to find exactly what you want within a specific mile radius. With an automated invoicing tool you can monetize your directory with ease. Each listing type may have membership plans with an individual expiration period, price and ability to charge for specific category or field.

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 Supported
Mac Not Supported
Linux Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Business listings, events, places, classifieds, job postings, blog websites.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

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

Pricing

$99 for lifetime license
$99 for lifetime license
Free Version Not 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • This software filled in the gap we needed between a WordPress based plugin and an extremely expensive name brand directory system. It is highly feature-rich and flexible, and the customer support team is probably one of the best we have ever worked with. Always there to help and truly collaborates with us to ensure we are successful; making tweaks and even building suggestions into future releases.

Cons

  • A few features are missing like sidebar ad management and widgets but they are coming in future releases.

Training

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

Training

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

Company Information

ClearGraph
Founded: 2023
United States
wellspent.co

Company Information

phpListings.com
Founded: 2020
www.phplistings.com

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Categories

Directory Supported

Categories

Directory Supported

Directory Features

Advertising Management Supported
Customer Portal Supported
Design / Layout Supported
Listing Management Supported
Payment Processing Supported
Review Management Supported
Search / Filter Supported
SEO Tools Supported

Integrations

Model Context Protocol (MCP) Supported

Integrations

Model Context Protocol (MCP) Not Supported
Claim Wellspent and update features and information
Claim Wellspent and update features and information
Claim phpListings and update features and information
Claim phpListings and update features and information