Wellspent
Sign in Become a member
Sign in Become a member
How it works

One record, read everywhere

You build one structured record of how you practice. We publish it in the public graph at find.wellspent.co, where AI assistants, search engines, and partner apps read it. Nothing on your own website changes.

  1. 01

    Build your record

    A guided intake captures your fee model, where you practice, who you serve, your specialties, and your credentials. Firm, location, and credentials are pre-filled from public registrations where we have them.

    • Facts backed by public registrations
    • Fees stated in plain numbers
    • Edit anything, any time, from your portal
    • Live the moment you save
  2. 02

    Join the public graph

    Your record connects to the specialties, regions, and client types that AI assistants and search engines look up. You're placed by fit to the question, never by payment.

    • Every US state and Canadian province
    • Specialties from equity comp to cross-border
    • Client types, from physicians to founders
    • SEC registration checked against your CRD
  3. 03

    Get found

    Your record appears wherever someone, or something, goes looking for an advisor like you.

What membership includes

Everything that makes you findable

Real specialty depth

Not "retirement planning." Retirement with concentrated stock, or for Canadians with US IRAs. Clients ask that specifically, so your record says it specifically.

Geography that matches reality

Every state and province you serve, cross-border work, and virtual practice, each recorded on its own.

Your AI visibility report

Each month we ask an AI assistant the questions your ideal clients ask, and show whether you're named and who's recommended instead.

Introductions, never leads

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

Quarterly press cycles

Members rotate into coverage with our financial-media partners, matched by specialty and the editorial calendar.

Reach beyond search

Partner apps and AI agents query the public graph through our developer API and MCP server. One record reaches all of them.

Who it's for

Fee-only advisors with something specific to say

Solo advisors

You built a niche practice on referrals and your positioning is sharp. It just isn't readable by the systems that now decide who gets recommended.

Advisors at boutique RIAs

Five advisors at one firm are five different practices. Each joins individually, so the right person surfaces for the right question, and the record moves with you if you change firms.

Specialist practices

You serve physicians, cross-border families, or tech employees with equity. Generic directories flatten that into "wealth management." The public graph keeps it.

Firms planning ahead

Client acquisition is fine today. You've seen how people now ask AI for recommendations, and want to be in place before it's crowded.

Fee-only

Paid only by clients. No commissions and no proprietary-product revenue.

Verifiable

Registrations, credentials, and disclosures we can source. If we can't source a claim, it doesn't go in.

Specific

"Wealth management for everyone" can't be matched to anyone. Clients ask specific questions, so specific records win.

Live in the public graph today

Your record goes live the moment you finish it. $89 a month, cancel any time.

Become a member See pricing