Chalice
San Diego
About 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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $4.6M
- Funding stage: Early Stage Venture
- Last round: Series A (Apr 2018)
- Website: chalicenetwork.com
- Phone: 1-800-535-6981
Industries & Categories
Financial Services, Retirement, Shipping Broker
Social Profiles
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