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ease 0 out of 5 stars
features 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Transform your WordPress site into a sophisticated directory or multi-vendor marketplace using Listeo. This platform offers a comprehensive suite of features, including options for paid listings, subscription systems, and advanced AI-powered semantic search paired with QR code booking verification. Effortlessly create websites similar to Etsy, Yelp, or Airbnb while managing vendor payments through WooCommerce and overseeing operations via a user-friendly frontend dashboard. Additionally, an AI chatbot enhances user experience by searching the listings database and promptly addressing visitor inquiries. With these tools at your disposal, building a professional online marketplace has never been easier.

Description

Wellspent serves as a subscription-based platform and a public directory for fee-only financial advisors. Advisors have the capability to create and update detailed profiles that include information about their fee structures, qualifications, geographical areas of practice, areas of expertise, and the types of clients they serve. These profiles are featured in a public directory, enabling potential clients to discover appropriate advisors and request introductions directly, all without incurring per-lead fees. In the 28 days leading up to November 4, 2026, AI tools referenced Wellspent advisor records a total of 77,388 times. Developers can utilize Wellspent’s Discovery API and MCP server to access this data for personal finance applications and AI-driven discovery processes. Members are allowed to modify their profiles; those who subscribe to the membership also benefit from monthly AI visibility reports and have the opportunity to engage in quarterly press cycles. The platform is tailored specifically for solo financial advisors and those working at smaller registered investment adviser firms across the United States and Canada. Membership is structured on a per-advisor basis, with flexible billing options available for both monthly and annual subscriptions. Ultimately, Wellspent aims to enhance the visibility and accessibility of financial advisory services for clients seeking expert guidance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Model Context Protocol (MCP) No 
WordPress Yes 

Integrations

Model Context Protocol (MCP) Yes 
WordPress No 

Pricing Details

$79
Free Trial No 
Free Version No 

Pricing Details

$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Purethemes

Website

purethemes.net/listeo/

Vendor Details

Company Name

ClearGraph

Founded

2023

Country

United States

Website

wellspent.co

Product Features

Directory

Advertising Management No 
Customer Portal No 
Design / Layout No 
Listing Management No 
Payment Processing No 
Review Management No 
SEO Tools No 
Search / Filter No 

Product Features

Directory

Advertising Management No 
Customer Portal No 
Design / Layout No 
Listing Management No 
Payment Processing No 
Review Management No 
SEO Tools No 
Search / Filter No 

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