---
title: "Wealthbox connector on Perplexity: rank and tools · OpenApps"
description: "On Oct 29, 2026, Wealthbox is a connector on Perplexity, ranked #31 in Sales & Marketing."
url: https://theopenapps.com/app/perplexity/wealthbox__pipedream
---

> AI agents: this is one page of OpenApps as Markdown. https://theopenapps.com/llms.txt maps the site, the API and the MCP server.

# Wealthbox

Sales & Marketing

Perplexity Connector [CRM](https://theopenapps.com/tags/crm) [Finance & payments](https://theopenapps.com/tags/finance) [Finance teams & accountants](https://theopenapps.com/tags/for-finance)

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

[Open in Perplexity](https://www.perplexity.ai/computer/connectors?connector=wealthbox%5F%5Fpipedream) [Website](https://www.wealthbox.com)

[Top rank now #31 Sales & Marketing](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks&slug=perplexity%3Acategory%3Asales%5Fand%5Fmarketing) [Peak (14d) #31 Sales & Marketing](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks&slug=perplexity%3Acategory%3Asales%5Fand%5Fmarketing)

Launched Mar 3, 2026

[Overview](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream) [Ranks](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks) [Changes](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=changes)

## Where it stands

[Sales & Marketing #31 Peak #31 in 14d](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks&slug=perplexity%3Acategory%3Asales%5Fand%5Fmarketing) [All connectors #271 Peak #271 in 14d](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks&slug=perplexity%3Aall) [Finance #58 Peak #58 in 14d](https://theopenapps.com/app/perplexity/wealthbox%5F%5Fpipedream?tab=ranks&slug=perplexity%3Acategory%3Afinance)

## Tools

* `wealthbox-add-member-to-household`
* `wealthbox-create-contact`
* `wealthbox-create-event`
* `wealthbox-create-note`
* `wealthbox-create-opportunity`
* `wealthbox-create-task`
* `wealthbox-find-contact`
* `wealthbox-list-contact-id-options`
* `wealthbox-list-contact-type-options`
* `wealthbox-list-households`
* `wealthbox-list-opportunity-stage-options`
* `wealthbox-list-task-category-options`
* `wealthbox-list-workflow-templates`
* `wealthbox-start-workflow`

## Details

Kind

Connector

Category

Sales & Marketing

Website

[wealthbox.com](https://www.wealthbox.com)

Listing ID

wealthbox\_\_pipedream

## Badge

```markdown
[![Listed on OpenApps](https://theopenapps.com/badge/app/perplexity/wealthbox__pipedream.svg)](https://theopenapps.com/app/perplexity/wealthbox__pipedream)
```