Wellspent

Does AI name you when clients ask?

We ask an AI assistant, with live web search, two 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 a minute.

Find your record

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

One check per email a month. Using an email at your firm's own domain starts it straight away; otherwise we email you a link to start it. Nothing else is sent unless you tick the course.