Chalice Wealth Partners - Ownership and Business Overview

Financial ServicesCompany

Chalice Wealth Partners Ownership

Who owns Chalice Wealth Partners?

Chalice Wealth Partners is owned by Kingswood Holdings. It was acquired on December 20, 2019.

Chalice Wealth Partners Business Overview

Where is Chalice Wealth Partners headquartered?

Chalice Wealth Partners is headquartered in San Diego, California.

What sector is Chalice Wealth Partners in?

Chalice Wealth Partners is a financial services company.

When was Chalice Wealth Partners founded?

Chalice Wealth Partners was founded in 2017.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 212 acquisitions of financial services companies in 2019, including 22 acquisitions by private equity firms, and 190 by strategics.

Chalice Wealth Partners LLC

10920 Via Frontera, Suite 520,
San Diego, California 92127
United States,
(866) 278-2179
www.chalicefn.com

Chalice Wealth Partners LLC is an exclusive member-benefit organization dedicated to empowering today's small to a mid-sized advisor. Through the digital marketplace Chalice Advisor Exchange the company provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Its community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.


Company Summary

SECTOR

Financial Services

Established

2017

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