PluginStatsWealthbox listing history
By Wealthbox · Claude Connectors · Contacts Leads
Search, update, and manage Wealthbox data from inside Claude
Claude Connectors does not publish install or usage counts, so PluginStats tracks Wealthbox's listing placement instead.
It currently appears at position #650 in the marketplace's popularity-sorted listing.
About Wealthbox
Wealthbox is a CRM built for financial advisors and wealth management firms. This connector brings your Wealthbox data directly into Claude.
Search and update contacts, review and add notes, and track opportunities across your pipeline. Manage projects and workflow templates, and look up or create tasks. Check calendar events and meetings tied to any client. Work with the custom objects and custom fields specific to your firm, add comments and tags to keep records organized, link related contacts together, and look up users, teams, and workspaces across your organization.
Built for financial advisors, enterprise RIA firms, and broker-dealers already running client relationships in Wealthbox. Ask Claude to prep for a client meeting, follow up on a deal, or update a record, and it works directly against your live CRM data.
Description from the Claude Connectors listing.
Charts
Images: 30d · 1y · all time · 1600×900 dark
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
Listing: https://claude.com/marketplace/connectors/wealthbox. First seen Oct 16, 2026; last successful collection Oct 19, 2026. See the methodology.