Chalice is an exclusive membership organization comprised of independent Financial Advisors, CPAs, and other financial professionals.
Business Model:
Revenue: $0
Employees: 11-50
Address: 930 S. Harbor City Blvd.
City: Melbourne
State: FL
Zip: 32901
Country: US
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.
Contact Phone:
+18774242542
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2018 | Series A | $0 |
Uinta Investment Partners Uinta Investment Partners Uinta Investment Partners Uinta Investment Partners |
4/2018 | Series A | 1 | $4.6M |
Uinta Investment Partners Uinta Investment Partners Uinta Investment Partners Uinta Investment Partners |
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Announced Date | Name | Price |
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2/2019 | Succession Link |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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