Wellspent

Does AI name you when clients ask?

We ask an AI assistant, with live web search, three questions a client of yours would ask. You see whether it names you, who it names instead, and the sources its answers came from. Free, about two minutes.

Find your record

Every fee-only advisor in the public graph has one. Search your name or firm.

One check per email a month. We email you a link to the results and nothing else unless you tick the course.