What Chalice does

Chalice Network (legal entity: Chalice Wealth Partners, LLC, a Nevada LLC headquartered at 930 S. Harbor City Blvd., Suite 302, Melbourne, FL) is a membership organization serving independent financial professionals — primarily Registered Investment Advisors and financial advisors, with secondary segments in insurance agents, CPAs and tax professionals, attorneys and allied professionals, and real estate agents. Founded in 2016-2017, the company positions itself as providing 'big-firm benefits' to small and midsize independent businesses through collective purchasing power, claiming a network of 55,000+ independent business owners. Membership is priced starting at $25 per month with a 90-day free trial and annual auto-renewal.

The company operates a platform-plus-marketplace architecture. Its core technology is an SSO Platform-as-a-Service that unifies member access to multiple third-party tools and services. The flagship product surface is the Chalice Network Marketplace, which offers negotiated discounts on healthcare plans (via Oasis/Proof), technology platforms (Orion, Redtail, Snappy Kraken, eMoney, LifeYield, Riskalyze, Altigo, Twenty Over Ten, QuickBooks), marketing services (ProSites, TE+A Marketing, Branded Magazines), compliance (NRS), benefits administration (BenefitHub, Starkweather & Shepley), cybersecurity (Coalition), and M&A tooling. Complementary products include Chalice Pay (payment processing for fee-only RIAs), Chalice Connect (community platform for peer advice), and SuccessionLink (M&A platform acquired in February 2019, enabling direct buyer-seller communication for succession planning). A web-based Savings Calculator serves as a conversion tool.

Chalice's revenue model is dual-stream: recurring subscription revenue from membership fees plus marketplace commissions and referral fees on partner transactions. Go-to-market is community-led and primarily self-serve via the website, with an overlay of partner-driven distribution (FinTech vendors promoting Chalice to their advisor clients) and direct enterprise sales for larger advisory firms. The company is founder-led by Keith Gregg (Founder, Chairman & CEO), with Tim Horton as CTO and Whitney Kendrick as CMO/Vice Chair, and is privately held with no disclosed institutional investors beyond the 2018 round from Uinta Investment Partners.

Name

Chalice

Legal name

Chalice Wealth Partners, LLC

Website

https://chalicenetwork.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Chalice Network is a membership organization serving independent financial professionals — primarily RIAs, plus CPAs, insurance agents, attorneys, and real estate agents — through an SSO-based digital marketplace that aggregates group-rate discounts on healthcare, technology, marketing, compliance, and M&A services.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Membership Fees: Chalice operates as a membership-based organization. Independent business owners (RIAs, insurance agents, CPAs, attorneys, real estate agents) pay membership fees to access the platform, marketplace discounts, community, and M&A tools. Membership plans offer different levels of access to marketplace professionals and tools.
2. Marketplace Commissions / Referral Fees: Chalice earns revenue through partnerships with technology vendors, service providers, and insurance carriers featured in its marketplace. Members receive discounts negotiated by Chalice, and the company benefits from volume-based arrangements with partners.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Chalice is a membership-based organization that aggregates 55,000+ independent business owners (RIAs, financial advisors, insurance agents, CPAs, attorneys, real estate agents) into a collective network. Members pay recurring fees to access a digital marketplace of third-party vendor solutions at negotiated discounts, a peer community hub, and SuccessionLink, an M&A platform for business succession planning. The platform uses an SSO PaaS to unify member access across multiple tools and services.

Product overview

Chalice Network is a membership-based platform designed for independent business owners, particularly financial advisors, insurance agents, CPAs, and attorneys. The offering is a platform-plus-marketplace architecture combining a core membership platform with a digital marketplace of third-party vendor solutions. Key products include the Marketplace for discounted business services, Chalice Pay for payment processing, Chalice Connect for professional community networking, and SuccessionLink for M&A transactions. The platform also offers technology tools including a Savings Calculator. Members pay fees starting at $25 per month and gain access to vendor discounts across technology, marketing, compliance, healthcare, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Chalice Network Membership Subscription-based membership for independent business owners (RIAs, financial advisors, insurance agents, CPAs, attorneys, real estate agents) providing access to the digital marketplace, community hub, M&A platform, and group-rate business services. Membership fees start at $25 per month with a 90-day free trial.
• Chalice Network Marketplace Digital marketplace offering members discounts on healthcare plans, technology platforms (CRM, portfolio accounting, marketing automation), professional services (compliance, CFO/payroll, HR, IT, cybersecurity), and business services through curated third-party vendor partners.
• Chalice Pay Payment processing solution enabling fee-only financial planning firms and RIA firms to bill clients and accept payments.
• Chalice Connect Community platform connecting independent professionals to share advice and recommendations and engage in peer-to-peer networking within the Chalice Network.
• SuccessionLink M&A Platform M&A platform enabling independent advisors and business owners to communicate directly with buyers and sellers to position for growth, succession planning, and acquisition opportunities.

Quantifiable outcome

• Over $12,000 per year in health insurance premium savings for individual member firms
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

37 partnerships are on record, tiered core and minor.

• Oasis (Oasis Outsourcing)coreStrategic or Co-development PartnerOasis Outsourcing provides employee benefits administration services including health insurance, payroll, and 401k administration. Chalice members access these services at negotiated group rates through the marketplace.
• Orion Advisor ServicescoreTechnology or IntegrationOrion provides portfolio accounting and back-office technology solutions. Featured prominently in Chalice's technology marketplace for wealth management firms.
• Snappy KrakencoreTechnology or IntegrationMarketing automation platform specifically designed for financial advisors. Offers end-to-end marketing campaigns, content delivery, and lead generation. Chalice members receive 20% off setup and monthly fees plus exclusive territory rights.
• RedtailcoreTechnology or IntegrationCRM platform for financial advisors, available through Chalice's technology marketplace.
• SuccessionLinkcoreStrategic or Co-development PartnerM&A platform for buyers and sellers of financial advisory practices. Enables communication between advisors looking to sell or acquire practices for succession planning. Combined with Chalice Network in October 2019.
• ProSitescoreTechnology or IntegrationWebsite design and SEO/digital marketing services for financial advisors. Chalice members receive discounted website setup and marketing services. Featured as a flagship partner driving member acquisition.
• Proof Loyalty / Fine Wind and Luxury Hotel Private OfferingminorStrategic or Co-development PartnerLuxury hotel and loyalty program benefits available to Chalice members as part of the marketplace offerings.
• Branded MagazinesminorStrategic or Co-development PartnerCustom branded magazine printing services for financial advisors available through the marketplace.
• TE+A Marketing AgencyminorGTM or Marketing PartnerFull-service marketing agency helping independent business owners with branding, logo design, business card design, content marketing, and digital/print materials. Chalice members save over $500 on marketing services.
• GladstoneminorStrategic or Co-development PartnerSuccession and M&A advisory services supporting Chalice members with business transitions and acquisitions.
• Compass CFO Solutions LLCminorStrategic or Co-development PartnerProvider of outsourced CFO, accounting, and bookkeeping services to the wealth management industry. Helps RIA firms focus on growing their business.
• NRS (National Regulatory Services)minorStrategic or Co-development PartnerCompliance services provider helping RIA firms manage regulatory requirements.
• BizEquityminorStrategic or Co-development PartnerBusiness valuation platform providing valuations for financial advisors and their clients.
• BenefitHubminorStrategic or Co-development PartnerEmployee incentive and benefits platform offering discounts and perks for Chalice member employees.
• Starkweather & ShepleyminorStrategic or Co-development PartnerInsurance brokerage providing E&O (errors and omissions) coverage and business insurance for financial advisors.
• CoalitionminorStrategic or Co-development PartnerCybersecurity insurance and consulting provider offering breach prevention and post-attack protection services to financial advisory firms.
• Eric Clarke, CEO of Orion Advisor ServicesminorStrategic or Co-development PartnerMember of Chalice Advisory Board. Orion provides technology solutions to Chalice members and participates in panel discussions.
• Rich Cancro, Founder and CEO of AdvisorEngineminorStrategic or Co-development PartnerAdvisory Board member bringing fintech expertise and technology platform perspective.
• Don Plotsky, Chairman of Chalice Advisory Board, Managing Partner of Uinta Investment PartnersminorStrategic or Co-development PartnerChairman of Chalice Advisory Board providing strategic guidance and industry leadership.
• James A. Combs Jr., President & CEO of National Advisors Trust CompanyminorStrategic or Co-development PartnerAdvisory Board member contributing trust company and fiduciary expertise.
• Morris Nutt, CEO of TCM Wealth AdvisorsminorStrategic or Co-development PartnerAdvisory Board member providing wealth management industry perspective.
• Ron Fiske, Managing Director, Beacon Strategies, LLCminorStrategic or Co-development PartnerAdvisory Board member contributing strategic consulting perspective.
• Jack Sharry, EVP & Chief Marketing Officer of LifeYield, LLCminorGTM or Marketing PartnerAdvisory Board member providing marketing expertise and LifeYield platform perspective.
• David Maola, CEO, Society of Financial Services ProfessionalsminorStrategic or Co-development PartnerAdvisory Board member contributing industry association and professional development expertise.
• Dave Rutan, CEO, ProSites, Inc.minorStrategic or Co-development PartnerAdvisory Board member and partner providing website and digital marketing services to Chalice members.
• Scott MacKillop, CEO, First Ascent Asset ManagementminorStrategic or Co-development PartnerAdvisory Board member contributing asset management expertise.
• Brad Feldmar, Managing Partner, TE+AminorStrategic or Co-development PartnerAdvisory Board member and partner providing marketing agency services to Chalice members.
• Ron Robertson, Managing Partner, Orchard InvestmentsminorStrategic or Co-development PartnerAdvisory Board member contributing investment and M&A expertise.
• Mike Saunders, President of Marketing HuddleminorGTM or Marketing PartnerAdvisory Board member providing marketing expertise through Marketing Huddle platform.
• Jay Hummel, CEO, Wealth Advisor Growth Network and AiK2 Insurance ServicesminorStrategic or Co-development PartnerAdvisory Board member contributing advisor growth and insurance expertise.
• Whitney Kendrick, CMO & Vice Chair, Chalice NetworkminorStrategic or Co-development PartnerChief Marketing Officer and Vice Chair of Chalice Network, also active on Advisory Board.
• Andrew Saksa, SVP, ReminderMediaminorStrategic or Co-development PartnerAdvisory Board member contributing marketing and media services expertise.
• Travis Majors, Vice President Business Development, Forge TrustminorStrategic or Co-development PartnerAdvisory Board member contributing trust and custody services expertise.
• Mitch Wood, President, MundaneAway and President, Larson Network ServicesminorStrategic or Co-development PartnerAdvisory Board member contributing network services and business operations expertise.
• Peter Cieszko, Managing Partner, Convergency PartnersminorStrategic or Co-development PartnerAdvisory Board member contributing strategic consulting perspective.
• Diana Cabrices, Founder, Diana Cabrices ConsultingminorStrategic or Co-development PartnerAdvisory Board member contributing consulting and industry expertise.
• Dr. Richard SwartminorStrategic or Co-development PartnerStrategic advisor and BooST 2020 keynote speaker. Recognized authority on FinTech and alternative finance; strategic advisor to CrowdSmart.io; former director at UC Berkeley Haas Business School. Provided expertise on the future of advisors and FinTech at Chalice events.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• XY Planning Network: XYPN is a membership organization for fee-only financial advisors offering community, technology discounts, and practice management resources - the closest pure-play peer to Chalice's horizontal membership model.
• Carson Group: Carson Group operates a partnership/membership model providing independent advisors with business services, technology, coaching, and back-office support - directly analogous to Chalice's bundled-service approach for independent advisors.
• Garrett Planning Network: Garrett Planning Network is a membership organization for hourly-fee financial advisors providing community, referrals, and practice resources - a smaller-scale, more niche peer with a similar membership-driven value proposition.

Broad incumbents

• LPL Financial: LPL is the largest independent broker-dealer serving independent advisors with an integrated service platform spanning technology, compliance, and operations - represents the scaled competitive ceiling Chalice would need to defend against.
• Kestra Financial: Kestra Financial is an independent broker-dealer offering advisors a full service platform including technology, compliance, and practice consulting, sitting between broad incumbents and Chalice's membership-only positioning.
• Cetera Financial Group: Cetera provides independent advisors with practice management, technology, and business consulting services through multiple IBD brands, overlapping Chalice's value proposition as a broad industry incumbent.
• Commonwealth Financial Network: Commonwealth is a large independent broker-dealer offering affiliated advisors a broad suite of business services, technology, and back-office support - a scaled incumbent version of Chalice's model with custody and compliance depth.
• Advisor Group: Advisor Group is one of the largest independent wealth management platforms, offering affiliated advisors technology, business consulting, and back-office services comparable to those Chalice aggregates through its marketplace.

Emerging players

• Sanctuary Wealth: Sanctuary is an emerging partner-owned platform offering independent advisors technology, compliance, and growth resources, representing a newer membership/partnership model directly comparable to Chalice's positioning.

Others

• Orion Advisor Solutions: Orion is a key technology partner of Chalice offering portfolio accounting and back-office technology to advisors; as a vendor-ecosystem anchor, it represents both a competitive risk and a parallel distribution channel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/chalicenetwork

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chalice