Source
Addepar

Addepar

Destination
Hopin

Hopin

CRM MigrationStarting at $500

Migrate from Addepar to Hopin

Effortlessly & Accurately

Transfer contacts, companies, and more from Addepar to Hopin. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Addepar to Hopin migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Addepar vs Hopin

A quick look at both platforms to help you understand your migration path

Migrating from
Addepar

Addepar

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.

Founded 2009
Mountain View, California, USA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFamily Offices+1 more
Top Strength

Industry-leading portfolio data aggregation

Migrating to
Hopin

Hopin

Virtual and hybrid events platform

Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.

Founded 2019
London, United Kingdom
Best for
Mid-MarketEnterprise
Industries
EventsConferencesCorporate Events+2 more
Top Strength

All-in-one platform for virtual, hybrid, and in-person events

Your New CRM

Why Hopin is a great choice

Hopin

Hopin

"Virtual and hybrid events platform"

Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.

Ideal for: Organizations hosting virtual, hybrid, or in-person events who need comprehensive event management with networking, streaming, and CRM integration.

All-in-one platform for virtual, hybrid, and in-person events

AI-powered networking and matchmaking

Industries
EventsConferencesCorporate Events+2
Best For
Mid-MarketEnterprise

40+ App Store integrations including HubSpot and Mailchimp

Comprehensive event analytics and reporting

Learn more at

hopin.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Addepar to Hopin

Addepar
Hopin
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Mapping Required

Communication

Emails
Mapping Required
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Addepar to Hopin Migration FAQ

Common questions about migrating from Addepar to Hopin.

Related Migration Paths

Explore other popular CRM migrations similar to Addepar to Hopin

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Hopin → Addepar

Ready to get started?

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Prefer email? talk@ambrstack.com