WealthEngine
CiviCRM
Transfer contacts, activities, and more from WealthEngine to CiviCRM. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to CiviCRM 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
Find Your Best Prospects with Wealth Intelligence
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
Open Source CRM for Nonprofits
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Open source with no licensing costs
"Open Source CRM for Nonprofits"
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Ideal for: Nonprofit organizations and advocacy groups seeking affordable, customizable CRM solutions with donation and membership tracking.
Open source with no licensing costs
Built specifically for nonprofit needs
Comprehensive donation and contribution tracking
Membership management with renewals
Learn more at
civicrm.org
See exactly which data objects transfer from WealthEngine to CiviCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to CiviCRM.
Explore other popular CRM migrations similar to WealthEngine to CiviCRM
Need to go the other way? We support bidirectional migrations.
CiviCRM → WealthEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
