Wellspent
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Is this you?

If this is your record, claim it and Wellspent will build out your full record with your specialties, the clients you serve, and sourced facts, so the right clients find you.

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303,137

times AI tools looked up Wellspent advisor data in the last 28 days

This is where word of mouth is going: people ask an AI assistant who to hire, and it reads your record.

We built your record from public sources. Claiming makes it yours.

  • A record AI can read

    Your fees, specialties, the clients you serve and your credentials, as sourced facts AI assistants and search engines read directly.

  • Introductions, never leads

    Prospects write to you directly from your page. We never sell, share or charge for an introduction.

  • Your words, not only public filings

    Correct anything we got wrong and add what public sources don't show, so the right clients find you.

Two plans, both month to month

  • Record

    $49 a month

    Your record in the public graph, every list you fit, AI and quiz matching. No report or press.

    Claim with Record

  • Membership

    $89 a month

    Your record, plus a monthly AI report, quarterly press and 10 Advisor Notes a year.

    Claim with Membership

You choose monthly or annual billing on the next step.

How this works

  1. Confirm the record is yours

    Check the name, firm and location we hold for you.

  2. Pick a plan and pay through Stripe

    It takes about 30 seconds, and you can cancel any time.

  3. Complete your record

    You're signed in right after payment. Add your detail on your own timeline.

  4. Your page goes live

    As soon as you finish. If your email doesn't match the record, we confirm it's you within one business day first.

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Not you? No further action needed. We won't contact you again about this record. Questions: [email protected]