
WealthEngine

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

Talent acquisition suite combining ATS and CRM
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Combined ATS and CRM in single platform

"Talent acquisition suite combining ATS and CRM"
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Ideal for: Growing organizations seeking a combined ATS and talent CRM to build long-term candidate relationships and streamline recruiting workflows.
Combined ATS and CRM in single platform
Nurture campaigns for passive candidates
Advanced analytics and data visualization
300+ integrations supported
Learn more at
lever.co
See exactly which data objects transfer from WealthEngine to Lever


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Lever.
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Prefer email? talk@ambrstack.com