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TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, announces a new strategic partnership with Chalice Network. Chalice is a professional network of 60,000+ financial advisors that provides education, networking, and a marketplace of tools & services at a discount to help financial advisors grow their business. TIFIN will be providing preferred pricing to Chalice advisors and the Chalice team will be helping to promote TIFIN Wealth’s investment personalization and digital marketing capabilities in their network marketplace.

Keith Gregg and the Chalice Network team have built an amazing community and truly understand the needs of today’s independent financial advisors,” said Jack Swift, President and CRO of TIFIN. “Our wealthtech solutions are designed to help wealth management firms of all sizes grow and scale their business. This is very much aligned with Chalice’s core mission and we are delighted to have them as our latest strategic partner.”

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“We’re excited to partner with TIFIN, and always pleased when we’re able to extend discounts on products and services that enhance the great work of our members,” said Keith Gregg, Founder and CEO of Chalice Network. “Because our forward-thinking members are eager to embrace new solutions, we anticipate TIFIN’s offering will be attractive to our network and affiliates.”

Chalice Network is a Digital Marketplace PaaS (Platform as a Service) with a community of 60,000+ business owners consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give small to mid-sized business owners economies of scale, operational efficiency, and enhanced enterprise value through a marketplace-based model.

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