Chalice Financial Technologies Inc.

About Chalice Financial Technologies Inc.

Chalice Financial Technologies provides cloud-based wealth management software for RIAs, broker-dealers and asset managers. Its platform unifies portfolio management, trading, compliance, billing, client onboarding, document storage and reporting into one dashboard. APIs connect custodians, performance engines, CRMs and planning tools, eliminating manual data aggregation. Advisors gain real-time household analytics, fee schedules and custom statements while meeting SEC, FINRA and state oversight rules. Founded in 2017, the Los Angeles company serves over 1,200 advisory firms managing nearly $400 billion in assets.