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INTRODUCING
CHALICE WEALTH PARTNERS
THE HOLY GRAIL FOR
WEALTH ADVISORS ™
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Leading Fintech Membership Organization for Independent Advisors.

You know your business well, and so do we. Chalice Wealth Partners was forged from a passion and commitment to empower Independent Wealth Advisors. We are 30-year veterans of the financial services industry, and leverage our long-standing industry relationships to create collective buying power and education for our Advisor members. With our unique access to leading wealth management solutions, you’ll experience greater economies of scale and operational efficiencies along with access to  innovative products and services. We deliver it all through an exclusive shared services financial technology platform with a single sign-on. Click here to explore some of our solutions.


Tired of managing multiple FinTech partner relationships?

As a leading Independent Advisor, you’re passionate about your clients’ financial well-being. Helping them achieve their goals and dreams is what drives you. So, why constantly spend time searching for the right fintech partners, support and resources for your business? Tap into the Chalice Wealth Partners suite of investment tools and business management solutions and find everything you need in one place. Then go back to doing what you do best—managing wealth.

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Tired of managing multiple FinTech partner relationships?

As a leading Independent Advisor, you’re passionate about your clients’ financial well-being. Helping them achieve their goals and dreams is what drives you. So, why constantly spend time searching for the right fintech partners, support and resources for your business? Tap into the Chalice Wealth Partners suite of investment tools and business management solutions and find everything you need in one place. Then go back to doing what you do best—managing wealth.


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We help you un-complicate your business.

With Chalice Wealth Partners, you don’t have to worry about the size of your firm’s support team or signing on to different provider sites to get relevant performance data. No more juggling passwords and struggling to remember pricing structures. We make things simple. Our proprietary Chalice FinTech Platform gives you one single point of entry for access to best-in-class products, services and support on any device. Firm efficiency never looked so good.  Our solutions include, the best of breed Broker Dealer, TAMP, ALTS, Retirement and Insurance products available.  And, as a Chalice Wealth Partner Member, you can have access to them for a single, discounted price.


Think of us as an extension of your team.

Having Chalice Wealth Partners on your side can help you optimize every aspect of your wealth management business. Our shared services organization provides you with exclusive access to preferred pricing on fintech products and services, valuable information and expertise, and wealth management platform that drives productivity gains. Many small and mid-size Registered Investment Advisors struggle to achieve economies of scale for their firm, but with Chalice Wealth Partners you can do more for less, go farther and amplify your wealth management business.  Join today and start getting the benefits of being a member.

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Think of us as an extension of your team.

Having Chalice Wealth Partners on your side can help you optimize every aspect of your wealth management business. Our shared services organization provides you with exclusive access to preferred pricing on fintech products and services, valuable information and expertise, and wealth management platform that drives productivity gains. Many small and mid-size Registered Investment Advisors struggle to achieve economies of scale for their firm, but with Chalice Wealth Partners you can do more for less, go farther and amplify your wealth management business.  Join today and start getting the benefits of being a member.

You Choose What’s Important for Your Business
Membership Has Benefits

As a member of Chalice Wealth Partners, you have access to the Chalice FinTech Institute. The Chalice Fintech Institute (CFI) provides you with access to, world-class thought leadership, unparalleled networking opportunities, discounted or free admission to networking and educational events, and member-to-member discounts. Tap into the power of the Chalice FinTech Institute.

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Chalice Wealth Partners
The Holy Grail for Wealth Advisors
With our Single Sign-On Interface, you get Access to our Entire Ecosystem:
Capital Partners

An RIA friendly broker dealer offering brokerage, clearing, custody, and investment banking. 

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Wealth Advisors

An RIA platform featuring back/middle office support and a TAMP.

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ALTS Platform

Access to a robust offering of institutional quality alternative investments. 

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Retirement Solutions

Eliminates complexity that comes with establishing qualified plans for your clients. 

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Enterprise Solutions

Shared corporate services such as HR, payroll, and benefits. 

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