
- Is it safe? Run by Future Bets, Inc.See ↓
- Is it free? From $74/mo · pricing page, read Oct 29, 2026See ↓
- What else does this?
Pynefree
Truthififree
SEC EDGAR Filing Software + MCP Server & AlertsfreeSee ↓
not read yet
Use
- For
- Individual fee-only financial advisors who want AI assistants and search to recommend them to clients.
- Price
- From $74/mopricing page, read Oct 29, 2026
- Activity
- Actively maintainedsite updated 6 days ago
- Company
- Future Bets, Inc.privacy policy
- How it runs
- API
- Used for
- publish a structured profile of your fee model and specialties
- appear in specialty and city listings for prospective clients
- receive quarterly press coverage alongside financial media partners
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantswellspent.co ↗
- Run byFuture Bets, Inc.privacy policy ↗
- Privacy policy updated2026-10-28privacy policy ↗
These are Wellspent's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP serverco.wellspent/advisorsverified in the MCP registry
- Stateanswers, 4 toolschecked 2026-10-29
- Address to connectapi.wellspent.co/mcp
- API docswellspent.co/apithe vendor's page ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
- #1

Pyne
Tracks transactions, forecasts cash flow and taxes, and answers financial questions for freelancers and independent workers.
1ActiveFrom $49/mo - #2

TruthifiMCP · sign-in
Connects brokerage and bank accounts, corrects miscoded transactions and misclassified securities, then answers finance questions from the cleaned data.
12.2kFrom $5.99/mo2021 - #3

SEC EDGAR Filing Software + MCP Server & Alerts
Feeds SEC EDGAR filings, full text, financials and insider trades to AI assistants via an MCP server, citing each answer to its filing.
2.5kFrom $30/mo - #4

OpenCapitalMCP · sign-in
Extracts figures from SEC filings to chart company earnings, screen US stocks by fundamentals, and track watchlists.
EmergingActiveFrom $29/mo - #5

FilingSpyMCP · sign-in
Parses EDGAR filings to show what tracked investors hold and trade, plus insider buys and financial statements.
25ActiveFrom $9.99/mo
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use Wellspent for?
Sign in to leave a noteWhat is Wellspent?
Lists verified fee-only financial advisors with structured profiles that AI assistants and search engines can read. It is listed in the Atlas under Finance and made by Future Bets, Inc.
Who is Wellspent for?
Individual fee-only financial advisors who want AI assistants and search to recommend them to clients.
How much does Wellspent cost?
Paid plans start at $74/mo, per Wellspent's pricing page on 2026-10-29.
Is Wellspent free?
No. Its pricing page showed no free plan on 2026-10-29.
Is Wellspent still maintained?
Actively maintained: site updated 6 days ago.
Who owns Wellspent?
Wellspent is run by Future Bets, Inc., per its privacy policy (2026-10-29).
How do I cancel Wellspent?
In its own words (terms of service, 2026-10-29): “You can cancel at any time from your account.”
What are alternatives to Wellspent?
In Finance, by use: Pyne, Truthifi, SEC EDGAR Filing Software + MCP Server & Alerts, OpenCapital, FilingSpy.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk
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