Addepar
GoldMine CRM
Transfer contacts, companies, and more from Addepar to GoldMine CRM. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to GoldMine CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Wealth management data aggregation platform
Addepar is a cloud-based wealth management platform serving RIAs, family offices, and private banks. It aggregates portfolio data from multiple sources, provides comprehensive analytics and reporting, and enables advisors to make data-driven investment decisions for clients managing trillions in assets.
Industry-leading portfolio data aggregation
Affordable CRM you can own
GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.
One of the few CRMs you can own outright
"Affordable CRM you can own"
GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.
Ideal for: Small businesses seeking an affordable CRM with flexible deployment options and the ability to own rather than rent their software.
One of the few CRMs you can own outright
Flexible deployment (cloud, mobile, on-premise)
Over 30 years of CRM experience
Comprehensive contact and calendar management
Learn more at
goldmine.com
See exactly which data objects transfer from Addepar to GoldMine CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to GoldMine CRM.
Explore other popular CRM migrations similar to Addepar to GoldMine CRM
Need to go the other way? We support bidirectional migrations.
GoldMine CRM → AddeparJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
