App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
WelcomeSpaces
All-in-one platform for connecting financial professionals
Table of Contents
Is this product right for your business?
Find out with a
WelcomeSpaces - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
WelcomeSpaces overview
What is WelcomeSpaces?
WelcomeSpaces is an online platform that connects clients with financial experts for free. It has the largest selection of financial professionals available online, including independent experts as well as those from major Canadian companies. Users can browse the directory to compare profiles, services, and reviews in order to select the professional that best matches their financial needs and goals.
The platform provides modern AI-powered tools such as Serafin, a smart financial assistant that can answer personal finance questions and recommend suitable experts. WelcomeSpaces also offers encrypted client spaces for secure communication between clients and professionals, with notifications to keep track of interactions. It uses advanced encryption protocols with data stored on Canadian servers, and is SOC 2 Type II certified for security.
Members benefit from promotions, cashback offers, and rewards. The platform gives users control over their personal data rather than selling it. WelcomeSpaces is specifically designed for clients with features like client spaces and a rewards program. It applies enterprise-grade security equivalent to banking levels, with multiple compliance certifications.
In summary, WelcomeSpaces securely connects clients with a wide range of financial experts including financial planners, CPAs, insolvency professionals, financial security advisors, insurance brokers, lawyers, mortgage brokers and real estate brokers. Its modern tools and focus on client experience simplify finding the right professional.
Key benefits of using WelcomeSpaces
- Enjoy a secure platform with bank-level encryption and data privacy controls to protect your personal information
- Access Serafin, an AI-powered financial assistant that can answer finance questions and recommend experts tailored to your needs
- Take advantage of exclusive promotions like a $100 Amazon gift card for booking services through the platform
- Maintain complete control over your data and say goodbye to websites that profit from your personal information
Starting price
per month
Alternatives
with better value for money
WelcomeSpaces’s user interface
WelcomeSpaces reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
5
4
3
2
1
0
0
0
0
0
WelcomeSpaces's features
WelcomeSpaces alternatives
WelcomeSpaces
Starting from
19
/user
Per month
Fathom
Starting from
15
Per month
Rolldog
Starting from
39
Per month
Pipedrive
Starting from
19
Per month
WelcomeSpaces pricing
Value for money rating:
Starting from
19
/user
Per month
User opinions about WelcomeSpaces price and value
Value for money rating:
WelcomeSpaces support options
Typical customers
Platforms supported
Support options
WelcomeSpaces FAQs
WelcomeSpaces has the following pricing plans:
Starting from: $19.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of WelcomeSpaces?
WelcomeSpaces has the following typical customers:
Freelancers, Small Business
Q. What languages does WelcomeSpaces support?
WelcomeSpaces supports the following languages:
English, French
Q. Does WelcomeSpaces offer an API?
No, WelcomeSpaces does not have an API available.
Q. What level of support does WelcomeSpaces offer?
WelcomeSpaces offers the following support options:
FAQs/Forum, Email/Help Desk