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Chalice Wealth Partners provides a comprehensive suite of FinTech and financial services solutions to financial advisors.On December 20, 2019, Chalice Wealth Partners was acquired by Kingswood Group. Looking for resources to help you grow & protect your small business? Introducing the Chalice Network, connecting you with everything you need to compete
Total funding
~$7M
HQ 🇺🇸
San Diego, United States
Year founded
2017
Status
Acquired
People
Keith E Gregg
Chief Executive Officer
Derek J Bruton
President
Tim Horton
Chief Technology Officer
Investors
Paycheck Protection Program
Kingswood Group
Uinta Investment Partners
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