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WelcomeSpaces
All-in-one platform for connecting financial professionals
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WelcomeSpaces - 2026 Pricing, Features, Reviews & Alternatives


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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
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with better value for money
WelcomeSpaces’s user interface
WelcomeSpaces reviews
Overall rating
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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



