Wellspent

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Serving customers since
2023

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What is Wellspent?

Long before your ideal client calls an advisor, they talk their whole situation through with AI: the stock options, the move, the inheritance, the question they haven't asked anyone yet. Wellspent keeps verified records on fee-only advisors with the detail AI needs to suggest the right advisor to the right client at the right moment. The public graph at find.wellspent.co covers about 24,500 fee-only advisors across the US and Canada, organized by specialty, location and the clients they serve. Commission-based advisors aren't eligible. Lists and matches rank on fit to the question. There are no sponsored slots and no paid boosts. For fee-only advisors, membership is $89 a month or $890 a year. It includes: • A record AI can read: your fees, specialties, clients and credentials • Introductions from prospective clients, sent straight to you. We never sell, share or charge for an introduction • A monthly report on what AI assistants recommend when your ideal clients ask • Quarterly press placement with partners such as Forbes, Business Insider, Yahoo Finance and Kiplinger Enrich your record from the portal and it's live the moment you save. Lead fees are $0, forever. Membership is our only revenue. Claim your record at wellspent.co

Details

Year Founded
2023
Website
wellspent.co