Wellspent alternatives

Tools that do what Wellspent does, found by what they say they do rather than by shelf. Among the equally alike, the most used come first. Each line says how it differs from Wellspent.

Read 2026-11-04 · Wellspent itself: From $74/mo

With a free plan or free to use: SEC EDGAR Filing Software + MCP Server & Alerts, Oxford Ledge, Truthifi.

10 alternativesUnlike Wellspent

#1
AdvisorFinder MCP · open
Matches individuals and businesses with financial advisors by filtering advisor profiles on location, specialty and fee structure.
Costs moreMore widely used
8.9k
Active
From $1,000/mo
2022
#2
SEC EDGAR Filing Software + MCP Server & Alerts Finance
Feeds SEC EDGAR filings, full text, financials and insider trades to AI assistants via an MCP server, citing each answer to its filing.
Free planCheaper
2.5k
From $30/mo
#3
Oxford Ledge Finance MCP · open
Displays delayed stock prices, SEC filings and quarterly fund holdings data, alongside a set of investing lessons.
Free planCheaper
4.4k
Active
From $9/mo
#4
Quartr Finance MCP · sign-in
Structures public company filings, transcripts, and earnings calls for AI analysis and research.
Also: AnalyticsMore widely used
207k
Active
Contact sales
2020
#5
Creditcards.best Finance MCP · open
Serves verified credit card data, rewards estimates and eligibility checks to AI assistants through an MCP connector.
Also: AgentsMore widely used
876
Active
#6
Truthifi Finance MCP · sign-in
Connects brokerage and bank accounts, corrects miscoded transactions and misclassified securities, then answers finance questions from the cleaned data.
Free planCheaper
12.2k
From $5.99/mo
2021
#7
Your Finance Job Finance MCP · sign-in
Aggregates open finance, trading and quant job listings and lets users filter, star and track them in one place.
More widely used
52
Active
#8
Hebbia Finance
Searches financial documents and data to generate analysis for investment and banking decisions.
Also: AnalyticsMore widely used
16.8k
Active
2020
#9
VerisGov Finance MCP · open
Indexes government programs, filings and datasets from primary sources, then turns them into citable navigators, dashboards and reports with change alerts.
Also: MonitoringMore widely used
288
Active
2026
#10
ClearMind Capital Finance MCP · open
Fee-only financial planning and investment advice for individuals, families and employers' retirement plans, delivered by CFP advisers in Columbus, Ohio.
More widely used
227
Active
2024

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How this list is made: the words Wellspent is described with (what it does, for whom, what it is used for) are matched against every tool in the Atlas. A tool on the same shelf, or doing the same kind of work, counts for a little more. Nothing here is paid for.