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Wealth.com

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

Category
Finance
Primary Subcategory
Financial Planning & FP&A Analytics
View in the Claude registry
Integration details

Description

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.

Integration type
Connector
Verification status
Verified connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Financial Planning & FP&A Analytics

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

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Wealth.com
Access
Account required
First tracked
2026-08-21
Tool count
9
Geography
US

Claude Discoverability Score

Your Claude Discoverability Score is being prepared

Claude can surface a verified Connector when it matches a user’s Prompt.We are preparing Wealth.com’s Discoverability Score and will publish it when the benchmark is ready.

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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.

How this score is measured
Primary Subcategory

Competing in Claude Financial Planning & FP&A Analytics

View Category
#17 of 23ranked by public Discoverability Score
Primary Subcategory
1Intuit QuickBooks61/100
2Kick49/100
3Datarails FinanceOS48/100
4ChartMogul31/100
5Light27/100
17Wealth.comComing soonGet notified
—0Delta.aiPending 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

9 tools agents can invoke

Wealth.com FAQ
How do I improve a Verified 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 Wealth.com alternatives on Claude?

As of 2026-09-13, Wealth.com competes with Intuit QuickBooks, Kick, Datarails FinanceOS, ChartMogul, Light, Aleph, Stripe, Xero, Meridian Connector for QuickBooks, NetSuite, Chargebee, Zoho Books, Brex, Atlar, Mercury, Pigment, 0Delta.ai, Abacum.ai, Drivepoint, Fincome, Parallel, Pyplan in Claude Financial Planning & FP&A Analytics, 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.