View in the Claude registry- Brand
- Antevo
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
Ask about your household's own records in plain language: net worth across accounts, real assets and liabilities; holdings, allocation and exposure to a country or sector; risk, drift and stress results; credit facilities, goals, policy limit breaches, upcoming dividends, earnings and macro events, and a personal morning briefing. It can also record holdings you already own: it sets out exactly what it will add and writes nothing until you approve. It never buys, sells or moves money. Every answer is dated and names its source. Data held in Switzerland. You need an Antevo Wealth account to sign in.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- Antevo
- Access
- Account required
- First tracked
- 2026-10-16
- Tool count
- 38
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Agent DiscoverabilityClaude Discoverability ScoreClaude 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 can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category38 tools agents can invoke
Antevo Wealth Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow do I improve Antevo Wealth's Claude Connector 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 Antevo Wealth alternatives on Claude?
As of 2026-10-26, Antevo Wealth competes with AAWZ, Addepar MCP, Allinvestview, Black Diamond, Collation MCP Server, Envestnet Tamarac, Finary, Flanks Aggregate and 12 more in Claude Wealth & Portfolio Tracking Dashboards, 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.