Led · Series A · Apr 2018

Chalice Wealth Partners operates the Chalice Financial Network, a shared-services technology platform that gives financial advisors single-sign-on access to a suite of technology products, business services and a marketplace of tools. The network integrates an advisor’s existing technology into one accessible location so members can leverage business solutions and operating tools from the same marketplace. The company is led by Chairman and CEO Keith Gregg and is based in San Diego, CA. Chalice announced a $4.6m Series A and intends to use the funds to expand the team and improve its technology solutions. Gavin James and Dan Plotsky of Uinta will provide oversight and guidance, with James joining Chalice’s board.