Helping Financial Professionals

The membership that saves you time, money and offers everything you need to start, run, grow, protect, and sell your business.


Explore discounts on healthcare plans, technology platforms, marketing services and more.

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Tap into a network of like-minded professionals to share or solicit advice and recommendations.

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M&A Platform

Communicate directly with buyers and sellers to position for growth.

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Solving The Unique Needs of Independent Business Owners

Chalice Network was purpose-built to provide big firm benefits that help independent business owners compete, grow and thrive.

RIAs & Financial Advisors

Get access to the same benefits and technology offered by the big firms.

Insurance Agents

Diversify, grow and gain an advantage over your competition.

Allied Professionals

Use our network to connect with other professionals and bring value to your organization.

Real Estate Agents

Focus on servicing your customers and less on your back office.

CPA & Tax Professionals

Save money and create efficiencies within your organization.

Big solutions, bigger savings.

We help you save on the technology and services you need to to start, run and grow your business.

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Expert Advice From the Chalice Community