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Wealth.com listing history

By Wealth.com · Claude Connectors · Finances

Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.

View on Claude Connectors Fresh · Oct 20, 2026

Claude Connectors does not publish install or usage counts, so PluginStats tracks Wealth.com's listing placement instead, currently position #613 in the marketplace's popularity-sorted listing.

Adoption metric
n/a
Not published by marketplace
7-day growth
n/a
30-day growth
n/a
90-day growth
n/a
Listing position
#613
Marketplace popularity order

About Wealth.com

Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.

Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.

Key capabilities: • Client lookup • Estate snapshots • Risk analysis • Executive summaries • Annual Tax Lookback reports • Document intelligence (wills, trusts, tax returns, statements)

Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.

Description from the Claude Connectors listing.

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Charts

Images: 30d · 1y · all time · 1600×900 dark

Ranking history

Wealth.com Claude Connectors ranking history: currently #613 (listing placement).Wealth.comClaude Connectors ranking · listing placement · Last 90 days#613current rank#610#611#612#613#614#615Jul 22Aug 6Aug 21Sep 5Sep 20Oct 5Oct 20rankOct 16, 2026 – Oct 20, 2026 · 5 observations · Updated Oct 20, 2026pluginstats.com
Wealth.com Claude Connectors ranking history: currently #613 (listing placement).

Filled points are observed values; hollow points come from Internet Archive snapshots of the listing page. Dashed segments span periods with no observations — values between points are not interpolated.

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Data source

Anthropic does not publish install counts for connectors. PluginStats records each Anthropic and partner connector's position in the official Claude directory, which Anthropic orders by its own ranking, so movement in position over time is the signal.

Listing: https://claude.com/marketplace/connectors/wealth-com. First seen Oct 16, 2026; last successful collection Oct 20, 2026. See the methodology.