Book a migration callMigrate Wealthbox to HubSpot without losing a single Household association.
Transition your financial advisory data from Wealthbox to HubSpot using SuprSwitch's proprietary transformation layer. We ensure every Opportunity, Activity Stream, and Person record is perfectly remapped for your new HubSpot ecosystem.
Why Financial Advisors trust SuprSwitch over manual imports.
Moving Wealthbox data isn't just about moving contacts; it's about preserving the complex financial relationships and history your firm relies on.
Relationship Preservation
Wealthbox uses a specific Household-to-Person architecture. Our proprietary engine maintains these associations in HubSpot, preventing orphaned contact records.
Beyond CSV Limits
Avoid the mess of CSV exports. Our transformation layer handles complex data types like Wealthbox Tags and Permissioned Notes that simple spreadsheets miss.
Deep History Audit
Direct data extraction ensures that even your oldest Wealthbox Activity Stream entries are migrated with original timestamps and ownership intact.
Data Sanitization
While manual imports often fail on long-form Wealthbox notes, our engine cleanses and formats rich-text content for perfect display in HubSpot.
Complete Data Coverage.
We map the entire Wealthbox schema to the HubSpot CRM platform with surgical precision.
The SuprSwitch Transformation Layer.
Our proprietary migration technology goes where generic integration tools cannot.
Native Schema Mapping
Schema LogicOur in-house engine interprets Wealthbox's flat data structures and rebuilds them into HubSpot's relational database format.
Direct Extraction
ExtractionWe use direct data extraction to bypass the rate limits and data truncated issues common with standard transfer methods.
Automated Validation
IntegrityBefore the final push, our transformation layer runs a multi-point validation to ensure data types match HubSpot's property requirements.
Secure Processing
PrivacyData is processed through our secure, proprietary engine, ensuring sensitive financial information never touches third-party storage.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
A Proven Path to HubSpot.
Our four-phase approach ensures your Wealthbox data arrives in HubSpot ready for immediate use.
Maintains complex 1:N and N:N relationships between Wealthbox contacts and organizations.
Proprietary deduplication logic identifies and merges duplicate records during the transformation phase.
Full support for migrating custom Wealthbox fields into HubSpot Custom Properties.
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
Common Questions About Migration
Yes. Our proprietary transformation layer is specifically designed to handle Wealthbox’s unique Household object, mapping it to HubSpot Companies while ensuring all Person records remain associated.
Absolutely. Our engine extracts the entire Activity Stream from Wealthbox and recreates those events as historical engagements on the HubSpot timeline, including the original author and timestamp.
We map Wealthbox Opportunity pipelines to HubSpot Deal pipelines. If you have custom stages in Wealthbox, we mirror those in HubSpot to maintain your sales process continuity.
SuprSwitch uses an in-house engine for direct data extraction, allowing us to move data faster and more reliably than standard user-level export tools.
We support the migration of file attachments and rich-text notes from Wealthbox, placing them directly into HubSpot’s document storage or relevant record notes.