Audience
Fee-only financial advisors and RIA firms in the US and Canada
About Wellspent
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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Pricing
Starting Price:
$49/month
Pricing Details:
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:
Free Version available.
Company Information
ClearGraph
Founded: 2023
United States
wellspent.co
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Wellspent Frequently Asked Questions
Q: What kinds of users and organization types does Wellspent work with?
Wellspent works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wellspent support in their product?
Wellspent supports these languages: English.
Q: What kind of support options does Wellspent offer?
Wellspent offers support via online.
Q: What other applications or services does Wellspent integrate with?
Wellspent integrates with: Model Context Protocol (MCP).
Q: Does Wellspent have an API?
Yes, Wellspent has an API.
Q: What type of training does Wellspent provide?
Wellspent provides training in the form of documentation.
Q: How much does Wellspent cost?
Pricing for Wellspent starts at $49/month.
