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
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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: ec2-52-10-94-34.us-west-2.compute.amazonaws.com
- IP address: 52.10.94.34
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
