
WealthEngine

Crelate
Transfer contacts, companies, activities, and more from WealthEngine to Crelate. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Crelate 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

Modern recruiting CRM and ATS platform
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Purpose-built for recruiting and talent management

"Modern recruiting CRM and ATS platform"
Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.
Ideal for: Staffing agencies and recruiting firms seeking integrated ATS and CRM to manage candidate pipelines and client relationships.
Purpose-built for recruiting and talent management
Customizable ATS and recruiting CRM in one platform
AI-powered candidate matching and sourcing
Flexible sales pipeline management
Learn more at
crelate.com
See exactly which data objects transfer from WealthEngine to Crelate


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Crelate.
Explore other popular CRM migrations similar to WealthEngine to Crelate
Need to go the other way? We support bidirectional migrations.
Crelate → WealthEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com