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Insurely

Access personal financial data for wealth insights

Category
Finance
Primary Subcategory
Personal Finance & Budgeting Aggregators
View in the Claude registry
Integration details

Description

Enable seamless access to users’ financial data to power personalised wealth management experiences. With Insurely’s connector, you can initiate secure data sharing requests, and search, retrieve, and reuse previously shared financial information. Deliver tailored insights, improve financial planning, and enhance advisory services—all while maintaining full user consent and compliance.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Personal Finance & Budgeting Aggregators

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Insurely
Access
Account required
First tracked
2026-09-16
Tool count
13
Geography
US

Claude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Personal Finance & Budgeting Aggregators

View Category
3 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1PocketSmith Complete Access93/100
2Era Context89/100
3Tiller4/100
—BankSyncPending VerificationGet notified
—DriggsbyPending VerificationGet notified
—InsurelyPending VerificationGet notified
—Minhas EconomiasPending VerificationGet notified
—OnePayPending VerificationGet notified
—PearlPending VerificationGet notified
—Point HacksPending VerificationGet notified
—PumpynotesPending VerificationGet notified
—Smart MoneyPending VerificationGet notified
—SpendifyPending VerificationGet notified
—ualetPending VerificationGet notified
—Waypoint BudgetPending VerificationGet notified
—ZenmoneyPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

13 tools agents can invoke

Insurely FAQ
How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Insurely alternatives on Claude?

As of 2026-09-26, Insurely competes with PocketSmith Complete Access, Era Context, Tiller, BankSync, Driggsby, Minhas Economias, OnePay, Pearl, Point Hacks, Pumpynotes, Smart Money, Spendify, ualet, Waypoint Budget, Zenmoney in Claude Personal Finance & Budgeting Aggregators, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.