Why Chalice Network
The membership that connects you to like-minded professionals and everything you need to start, run, grow, protect, and sell your business.
Explore discounts on healthcare plans, technology platforms, marketing services and more.Shop Marketplace
Tap into a network of like-minded professionals to share or solicit advice and recommendations.About Community
Communicate directly with buyers and sellers to position for growth.Discover SuccessionLink
Who we serve
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.
Diversify, grow and gain an advantage over your competition.
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.Calculate Your Savings
I've been an investment professional for almost 40 years and have had many companies promise to increase my market share. It has only been through my complimentary website with ProSites — available via the Chalice Financial Network — that I finally realized true, actionable prospects and a company committed to delivering on their promises. I could not be happier!
Dudurich Investment Associates
If you are considering freshening up your website or starting a new one, ProSites will exceed your expectations. They alone are worth joining Chalice for, they are that good. And we haven’t even started utilizing them for SEO/Digital Marketing campaigns. Can’t wait!
Gladstone Group Inc
The Group Health Insurance benefits we've added through Chalice have been a game-changer! They offered us a great medical insurance program, and we also use them for our payroll and 401k administration.
Louis "PJ" Patierno
Peak Planning Group, LLC
Chalice is filling a long overdue void in the industry. The ability for a small to midsize business owner to access all the capabilities it needs to run its business, in one easily accessed place, with large firm purchasing power, is innovative and simply outstanding.
Markun, Zusman, Freniere and Compton
We will be ending up with much better health insurance coverage and at about half the cost of what we have been paying. It is that simple. That will save us over $12,000 per year in premiums!
Thomas W Batterman, JD
Our membership saved us $10,000 per year with a single technology vendor. Those savings made a huge impact on our bottom line.
Troy Daum, CFP®
Principal & Founder
Chalice made it very clear that they see themselves as vested in my success.They’ll take the time to understand your business, your goals and convey their ability to leverage their relationships from the myriad other partners an independent firm needs (both ones you are aware of and yet to be aware of). Check them out and see how a strong partner can help you and your clients with more efficiencies, better service, lower risk liability, and greater scalability.
Andros Wealth Management
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Expert Advice From the Chalice Community