Thursday, April 26, 2018

Chalice Wealth Partners Finds $4.6M

San Diego-based Chalice Wealth Partners, a new startup developing a technology-enabled, membership-based organization for registered independent advisors (RIAs) and wealth managers, has raised $4.6M in a Series A funding. The funding was led by Uinta Investment Partners. According to Chalice Wealth Partners, it has created a technology platform which provides financial advisors with a link to a large suite of technology products and business services in one location. As part of the Series A funding, Uinta's Gavin James joins Chalice's board of directors. Keith Gregg is Chairman and CEO of Chalice Wealth Partners. More information »

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