Some firms market themselves primarily as fintech companies with broker-dealer and RIA platforms included. Chalice Wealth Partners in San Diego is such a firm, according to Christopher Giles, president of Chalice Financial Technology. Most advisors affiliating with Chalice do so for the fintech offerings, which are aggregated from tech vendors and all accessible through a single sign-on platform, he says.
Chalice Advisor Exchange helps advisor members grow their businesses through the aforementioned scalable technology solutions in addition to turnkey digital marketing and social engagement.
After just three months in-situ as the president of Chalice Wealth Partners, the ex-LPL RIA overseer gets Christopher Giles as chief information officer and Stephanie Holly as chief financial officer.
Chalice and VENTURE.co today announce a new collaboration, bringing increased product access and diversification across asset classes to independent advisors. VENTURE.co is providing the Chalice Financial Network and its advisors with early access to high quality, broker-dealer vetted alternative investments to supplement traditional products.
At Chalice Wealth Partners, the tall presence of Derek Bruton is starting to reach above the clouds—exhibited by two slam dunks. He drafted two top people to his team and scored a big RIA account, all within the past 30 days.
“Chalice is continuing to grow at an accelerated pace to meet the industry’s needs in unprecedented ways. The addition of Christopher and Stephanie bring exceptional talent and firepower to the executive team that is sure to take us to the next level. Their presence not only supports the accelerated growth we are experiencing, but clearly illustrates our commitment to talent and technology,” said Keith Gregg, Chalice’s Founder and CEO.
"Chalice's ability to provide institutional, quality support and services via full service brokerage and capital markets in addition to their willingness and empathy in supporting the wants and needs of independent RIAs designated that they are a great fit for our firm and clients," said Roderick Hennek, managing director and founder of Atlanta Consulting, in a a statement. (View slide #33)
Keith Gregg has rolled up his sleeves to dig himself into his latest venture, Chalice Wealth Partners, an enterprise he is touting as Amazon Prime for financial advisers. The "member benefit organization" is designed to "connect all the products and services to help advisers run their businesses," he said. "The breakaways and independents really are small business owners, and they need this."
The Atlanta Consulting Group, an Atlanta-based wealth manager that advises on more than $12 billion in client assets, said Wednesday it had chosen Chalice Capital Partners as its broker/dealer. Chalice Capital Partners is the independent b/d branch of the Chalice Financial Network, which offers its network of financial advisors a shared-services and technology platform
Chalice Wealth Partners, a financial technology membership organization for registered investment advisors (RIAs) and wealth advisors, today announced the launch of Chalice Financial Network, a shared-services technology platform that enables members to access their full suite of products and services – all via a single sign-on.
Chalice Wealth Partners, a financial technology membership organization for registered independent advisors (RIAs) and wealth managers, today announced that the closing of their Series A Funding has totaled $4.6 million.
Fintech firm Chalice Wealth Partners says it is rolling out a “members only” shared-services technology platform for wealth managers, Chalice Financial Network. Plus, it has hired Derek Bruton, a former LPL Financial executive, to become chief operating officer of both its broker-dealer and RIA.