Wealthbox
ZoomInfo
Transfer contacts, companies, activities, and more from Wealthbox to ZoomInfo. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to ZoomInfo 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
The leading go-to-market intelligence platform
ZoomInfo is a B2B sales intelligence and go-to-market platform providing verified contact and company data, buyer intent signals, and workflow automation to help sales and marketing teams find and engage decision-makers.
Industry-leading B2B contact database accuracy
"The leading go-to-market intelligence platform"
ZoomInfo is a B2B sales intelligence and go-to-market platform providing verified contact and company data, buyer intent signals, and workflow automation to help sales and marketing teams find and engage decision-makers.
Ideal for: B2B sales and marketing teams needing accurate contact data, intent signals, and prospecting automation to accelerate pipeline generation and revenue growth.
Industry-leading B2B contact database accuracy
Real-time buyer intent signals
Native CRM and sales tool integrations
Automated workflow and enrichment capabilities
Learn more at
zoominfo.com
See exactly which data objects transfer from Wealthbox to ZoomInfo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to ZoomInfo.
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Prefer email? talk@ambrstack.com
