Your structured profile
A guided intake in the member app captures your fee model, geography, audiences, specialty depth, credentials, and the kind of client you do your best work for. You can talk through the narrative parts and we summarize.
Membership Infrastructure,
Infrastructure,
not a listing.
Each advisor gets one canonical record. You own it, we maintain and distribute it, and AI systems plus the fintech apps building on our developer API read from it when a prospect goes looking for someone like you. We never charge for leads.
What membership includes
The record. The graph. The distribution.
Real specialty depth
Not "retirement planning." Retirement with concentrated stock positions. Or retirement for Canadian residents with US IRAs. The taxonomy is built for nuance because that's how clients actually think.
Geography that matches reality
US and Canada, every state and province. Cross-border competencies tracked separately. Virtual practice isn't an afterthought. It's a first-class geography.
The right categories
Your record shows up on every specialty, audience, and list it actually fits: flat-fee, founders, physicians, cross-border, equity comp, crypto, divorce. These are the taxonomies AI search systems query against.
One update, everywhere
Change something in your profile and it flows through to every specialty page, metro page, and list that cites you. No rewriting fifty sites.
Quarterly press cycles
We run 90-day press cycles with financial-media partners, rotating active members into coverage by specialty fit and the editorial calendar. Partner publications include Forbes, Financial Times, Business Insider, CNBC, Yahoo Finance, Kiplinger, Reuters, USA Today, and our own properties.
Machine-readable presence
Canonical URLs, schema.org markup, LLM-friendly summaries, and citation metadata. Both Google and ChatGPT ingest your record the way you want it read.
Distribution through the developer API
Your record is queryable through the Wellspent Discovery API, which powers advisor matches inside fintech apps, planning tools, and AI agents. One canonical record reaches every surface builders ship. See the API →
Always current
Edit anything in the member portal whenever it changes. Your updates queue up and publish on the next weekly cycle.
Reporting & visibility
Dashboard of the pages you appear on, the queries you match, and the graph's growth around your positioning. Rolling out Q3 2026
Join the Knowledge Graph.
Open to fee-only advisors in the US and Canada. Monthly or annual, cancel any time.
Apply for membershipSee the price comparison on our pricing page →