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.

Domain

chalicenetwork.com

Employees

11-50

Last Funding

$4.6M

Founded

2016

Frequently Asked Questions

What technologies does Chalice use?+

Chalice uses 26 technologies including AdRoll, Facebook Pixel, Gatsby.

What industry is Chalice in?+

Chalice operates in the Financial Services industry.

Where is Chalice based?+

Chalice is headquartered in United States.

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Data last updated: June 2026