Financial Expertise at your Fingertips
Find the best finance professionals for your needs and get rewarded. Access CPAs, financial planners, insurers, mortgage brokers… and enjoy (serious) rewards!
Simplified Choices
Free Membership
Absolutely! Using the various tools provided by WelcomeSpaces to connect with professionals is, and will always remain, 100% free for our members
If you are a professional wishing to showcase your profile on our directory, find more information on the professional page.
WelcomeSpaces brings together a variety of professionals from the financial field, including financial planners, CPAs (Certified Public Accountants), insolvency professionals, financial security advisors, damage insurance and life insurance brokers, lawyers, mortgage brokers, and real estate brokers.
Each expert is ready to support you in your financial journey.
The security of your information is a top priority for us. We use advanced encryption protocols and technologies to ensure the confidentiality and security of all communications and data exchanged on the platform. The client spaces that you create with your financial professionals are secure and accessible only by you and the relevant professional.
WelcomeSpaces has a Soc2 Type II security certification.
When you use our AI diagnostic tool to establish a financial action plan and choose to become a client of one of the recommended professionals, you receive a reward in the form of a gift card. It's our way of thanking you for your trust and encouraging proactive management of your finances.
Absolutely! You have the complete freedom to browse our professional directory and compare profiles, services, and reviews to select the professional that best matches your financial needs and goals.
Our AI diagnostic tool is designed to ask you a series of simple questions in order to assess your financial needs.
Based on your responses, the tool develops a customized financial action plan and suggests competent professionals who can help you achieve your financial goals.
It's fast, user-friendly, and personalized to provide you with the best experience.
