Wealthbox
GoldMine CRM
Transfer contacts, companies, deals, and more from Wealthbox to GoldMine CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox 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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
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 Wealthbox to GoldMine CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to GoldMine CRM.
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Need to go the other way? We support bidirectional migrations.
GoldMine CRM → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
