Press Releases

July 9, 2018  |  Press Release – Chalice Wealth Partners and VENTURE.co partner to support growing sector of independent Registered Investment Advisors (RIAs)

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.

Read More...

 

July 2, 2018  |  RIABiz – The Derek Bruton Effect Gets Louder

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.

Read More...

 

June 26, 2018  |  FinTek News – Chalice Wealth Partners Strengthens Executive Bench with Two Hires

“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.

Read More...

 

June 26, 2018  |  OnWallStreet-Financial Planning – Atlanta Consulting Chooses Chalice Capital as Broker-Dealer

"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)

Read More...

 

June 1, 2018  |  Investment News – Heard of Chalice? It's Being Called Amazon Prime for Financial Advisers

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."

Read More...

 

May 30, 2018 (San Diego, CA) – Atlanta Consulting Group Chooses Chalice Capital Partners as Its Broker/Dealer.

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

Read More...

 

April 10, 2018 (San Diego, CA) – Chalice Wealth Partners Launches Chalice Financial Network, a Members-Only FinTech Platform for Financial Advisors

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.

Read More...

 

April 25, 2018  |  Fintek News - Chalice Wealth Partners Raises $4.6 Million in Series A Funding Led by Uinta Investment Partners

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.

Read More... 

 

April 12,2018 - Fintech Firm Launches Shared-Services Platform, Solutions

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.
 
Read More...