CHALICE

chalice-logo

Chalice Wealth Partners is an exclusive membership organization dedicated to empowering todayโ€™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 whatโ€™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.

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CHALICE

Social Links:

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

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Cary Burch Board Member and Special Advisor to the CEO @ Chalice
Board_member
2019-04-01

aaron-schumm_image

Aaron Schumm Member, Board of Directors @ Chalice
Board_member
2017-03-01

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Merrill Lewen Advisory Board @ Chalice
Advisor

Current Employees Featured

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Keith Gregg
Keith Gregg Chairman & CEO,| Director @ Chalice
Chairman & CEO,| Director
2016-01-01

anthony-nanula_image

Anthony Nanula
Anthony Nanula President & Director @ Chalice
President & Director
2017-03-01

derek-bruton_image

Derek Bruton
Derek Bruton Managing Partner & Chief Operating Officer @ Chalice
Managing Partner & Chief Operating Officer
2018-04-01

tim-horton_image

Tim Horton
Tim Horton Chief Technology Officer @ Chalice
Chief Technology Officer
2018-01-01

not_available_image

Melea Guilbault
Melea Guilbault EVP & Chief Commercial Officer @ Chalice
EVP & Chief Commercial Officer
2020-02-01

Founder


anthony-nanula_image

Anthony Nanula

keith-gregg_image

Keith Gregg

Acquisitions List

Date Company Article Price
2019-02-11 Succession Link Succession Link acquired by Chalice N/A

Investors List

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Uinta Investment Partners

Uinta Investment Partners investment in Series A - Chalice

Newest Events participated

invest-2019_event_image Participated in In|Vest 2019 on 2019-07-16 as exhibitor

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

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