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Chalice Financial Network

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Keith Gregg's photo - Founder & CEO of Chalice Financial Network

Founder & CEO

Keith Gregg

CEO Approval Rating

85/100

Founded:

2016

Status:

PrivateIndependent Company

Chalice Financial Network Acquisitions

No recent acquisitions found related to Chalice Financial Network

Chalice Financial Network Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Jun 2019
$250K
-
Debt
May 2019
$350K
-
Series A
Apr 2018
$4.6M

Uinta Investment Partners

Equity
May 2017
$450K
-

Chalice Financial Network Investments

No recent investments found related to Chalice Financial Network

Chalice Financial Network News

Chalice Financial Network Press Releases

Chalice Financial Network Videos

Social Media

Chalice Financial Network Headquarters

10920 Via Frontera, Suite 520

San Diego, California92127

1-866-416-2177

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Chalice Financial Network Summary

ABOUT

Overview

Chalice Financial Network is a provider of wealth management products and services for independent wealth advisors. Chalice Financial Network was founded in 2016. Chalice Financial Network's headquarters is located in San Diego, California, USA 92127....

CEO

Chalice Financial Network's Founder & CEO, Keith Gregg, currently has an approval rating of 85%. Chalice Financial Network's primary competitors are

Frequently Asked Questions about Chalice Financial Network

  1. When was Chalice Financial Network founded?

    Chalice Financial Network was founded in 2016
  2. Who is Chalice Financial Network's CEO?

    Chalice Financial Network's CEO is Keith Gregg
  3. How much revenue does Chalice Financial Network generate?

    Chalice Financial Network generates $6M in revenue
  4. How much funding does Chalice Financial Network have?

    Chalice Financial Network has historically raised $5.7M in funding
  1. Where is Chalice Financial Network's headquarters?

    Chalice Financial Network's headquarters is in San Diego California, USA
  2. How many employees does Chalice Financial Network have?

    Chalice Financial Network has 25 employees
  3. What sector does Chalice Financial Network operate in?

    Chalice Financial Network is in Business Support Services