CHALICE
Chalice Wealth Partners is an exclusive membership organization dedicated to empowering today’s leading independent wealth advisors. They are committed to providing their members with preferred access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies they need to succeed. Chalice Wealth Partners members gain access to a broad array of end-to-end FinTech products and services vetted and aggregated by industry veterans but ... more importantly our members have a choice of financial technology solutions to leverage, based on what’s important to their advisory business and their clients. The Chalice Wealth Partners ecosystem also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.
CHALICE
Industry:
Financial Services Retirement Shipping Broker
Founded:
2017-01-01
Address:
San Diego, California, United States
Country:
United States
Website Url:
http://www.chalicenetwork.com
Total Employee:
11+
Status:
Active
Contact:
1-800-535-6981
Total Funding:
4.6 M USD
Technology used in webpage:
SPF Microsoft Exchange Online Amazon Office 365 Mail GoDaddy DNS AWS Global Accelerator Amazon SES Greenview Data
Similar Organizations
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
FIDx
FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.
PlanGap
PlanGap is a product innovation company that offers life insurance products to solve previously unaddressed financial concerns for retirees.
PCS Retirement
Professional Capital Services is an independent provider of retirement plan solutions.
Super Fierce
Super Fierce is a financial service company that provides financial advisory, superannuation, and financial wellness services.
Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-02-11 | Succession Link | Succession Link acquired by Chalice | N/A |
Investors List
Uinta Investment Partners
Uinta Investment Partners investment in Series A - Chalice
Newest Events participated
Key Employee Changes
| Date | New article |
|---|---|
| 2020-05-29 | Chalice Network Announces the Appointment of Melea Guilbault as Executive Vice President, Chief Commercial Officer |
Official Site Inspections
http://www.chalicenetwork.com Semrush global rank: 4.21 M Semrush visits lastest month: 2.8 K
- Host name: ec2-44-238-18-209.us-west-2.compute.amazonaws.com
- IP address: 44.238.18.209
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
More informations about "Chalice"
About Chalice Network | Helping Independent Business Owners
The Chalice Advisory Board draws upon the industry’s best leadership talent for the purpose of ensuring we accomplish our Firm’s mission – to become the industry’s leading member-benefit …See details»
About Chalice Network | Helping Independent Business Owners
Chalice Network was created by true industry veterans that understand the needs of today’s independent business owner. We are committed to bringing our members value every step of …See details»
Press Coverage - Chalice Network
January 16, 2020 | Chalice Network Sets Intentions for 2020; Member Organization Sharpens Focus on Digital Marketplace and Building Community December 10, 2019 | National Advisors …See details»
Resources for Small Business Owners | Chalice Network
Use our network to connect with other professionals and bring value to your organization. Real Estate Agents. Focus on servicing your customers and less on your back office. CPA & Tax …See details»
Chalice Networkâ„¢ - LinkedIn
Chalice Networkâ„¢ | 933 followers on LinkedIn. Are you a financial professional looking to stay competitive, tech-relevant, or need help growing? Join Chalice Network. | Chalice Networkâ„¢ …See details»
Chalice Network™ and the Society of Financial Service …
Chalice Networkâ„¢ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors. May 20th, 2020 · 3 …See details»
SMB Benefits Platform & Marketplace Software
Thousands of companies of all sizes—from startups to Fortune 500s—use Chalice's marketplace software and business benefits. Start building your #nocode platform today.See details»
Chalice Network Celebrates Third Consecutive Year as a Top …
Oct 24, 2023 Chalice Network is a leading technology-enabled membership organization for independent financial advisors, RIAs, IARs, and other financial professionals. Through its …See details»
Chalice Network and Succession Link Combine
Oct 31, 2019 Chalice Networkâ„¢, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. More than 50,000 members find solutions to their business challenges daily. Through the digital …See details»
Chalice Network - Products, Competitors, Financials, Employees ...
About Chalice: Chalice Network is a leading technology-enabled membership organization for independent financial advisors, RIAs, IARs, and other independent business owners. Through …See details»
Interview with Keith Gregg Founder and Chief Executive Officer of ...
Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial …See details»
Chalice - Crunchbase Company Profile & Funding
Chalice Wealth Partners is an exclusive membership organization dedicated to empowering today’s leading independent wealth advisors. They are committed to providing their members …See details»
Wealth Management Industry Leaders to Join Chalice Advisory Board
Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service …See details»
Chalice Network - Overview, News & Similar companies - ZoomInfo
Oct 30, 2022 Chalice Network contact info: Phone number: (813) 638-2911 Website: www.chalicenetwork.com What does Chalice Network do? Chalice Network is a community of …See details»
Chalice Network™ Partners with the Financial Planning Association …
About the Financial Planning Association The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, …See details»
Chalice Network Celebrates Third Consecutive Year as a Top …
Oct 24, 2023 Our partnership with Chalice is invaluable to Paychex, and the thousands of small businesses we have been able to assist with cost-savings on insurance and payroll through …See details»
Chalice Network Reviews | Read Customer Service Reviews of ...
Nov 17, 2021 Chalice Network is a member benefit organization made up of more than 60,000 financial professionals, and is the destination for independent business owners seeking …See details»
Chalice Network Sets Intentions for 2020; Member Organization …
“Our intention and vision has always been to bring scale and support for the hundreds of thousands of independent financial advisors and RIAs who operate their own small and …See details»
Financial News - Chalice Network
Kingswood Holdings Limited, a U.K.-based company with designs on the U.S. market, says it has closed the acquisition of San Diego-based Chalice Capital Partners, an independent broker …See details»