W Wellspent
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How it works

From brand prose to
structured presence.

Three layers, built so your expertise compounds every quarter the graph grows, without you rewriting your website, changing your brand, or chasing SEO.

  1. 01

    Capture your canonical record

    The member app walks you through a guided intake: fee model, geography, audiences, specialty depth, credentials, ideal client. You can talk through the narrative fields and we'll summarize. No form grind.

    • Structured facts backed by public registrations
    • Voice-to-text summaries for the narrative sections
    • Edit anything in your portal any time
    • Updates flow through the graph on the next cycle
  2. 02

    Join the structured graph

    Your record connects to the taxonomies AI systems query against: specialties, geographies, audiences, fee models, credentials. Links are earned by fact. Nothing's pay-to-rank.

    • US & Canada coverage, every state and province
    • 12 core specialty taxonomies, growing as the graph does
    • Audience graph (founders, executives, retirees, physicians…)
    • Firm, credential, and disclosure relationships tracked
  3. 03

    Distribute across the discovery layer

    You show up on the surfaces humans and AI systems both look at: specialty pages, metro pages, curated lists, editorial guides. Every page the graph supports is a place your expertise can get found.

    • Canonical profile at find.wellspent.co
    • Automatic inclusion on every list, specialty, and region you fit
    • Eligible for quarterly press cycles with financial-media partners
    • Crawlable HTML, schema.org, and LLM-friendly summaries
    • Powering advisor matches in personal-finance apps via the Wellspent Discovery API
What you keep

You own the record. We make sure AI can read it.

Nothing about your firm website changes. Your voice, your client letters, your brand: all still yours. What changes is how discoverable the truth about your practice is to the systems now making introductions before a client ever clicks a link.

When a prospective client asks an AI who they should talk to, the answer comes from structured data. Wellspent is the structured data for fee-only advisors.

What membership includes →