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Chalice Wealth Partners raises USD4.6m in Series A funding led by Uinta Investment Partners

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Chalice Wealth Partners, a financial technology membership organisation for registered independent advisors (RIAs) and wealth managers, has closing a Series A funding round of USD4.6 million led by multi-family office Uinta Investment Partners.

Chalice Wealth Partners launched the Chalice Financial Network earlier this month to provide financial advisors with a shared-services technology platform that enables members to access their full suite of technology products and business services – all via a single sign on. Integrating an advisor’s technology into one accessible location, the Chalice Financial Network equips advisors with the means to leverage both business solutions and operating tools from the same marketplace.
 
This Series A round will be used to expand the Chalice team while also improving technology solutions. Industry veterans Gavin James and Dan Plotsky founded Uinta in 2017. They will provide oversight and guidance to the company, with James serving on Chalice’s Board of Directors.
 
“We’re thrilled to announce that our Series A round has closed with successful results,” says Keith Gregg, Chairman and CEO of Chalice Wealth Partners. “Beyond monetary investment, Uinta is dedicated to our growth and has equipped Chalice to deliver what we think of as the ‘Holy Grail for Wealth Advisors’. With Uinta’s support, we are prepared to expand our membership organisation of financial advisors, and in the meantime, transform the ways in which advisors do business.”
 
“Uinta was founded with the following goals in mind: identifying unique investment opportunities, committing capital and supporting management with our expertise and experience,” says James. “Our investment in Chalice supports each of these aspirations, and we strongly believe that independent advisors will derive many benefits when they join the Chalice network.”

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