About Chalice Financial Network™
Chalice Financial Network (“Chalice”) is a San Diego-based, leading provider of third-party technology, asset management, wealth management and business enterprise solutions for independent financial advisors across the country, delivered through an exclusive membership structure. Chalice is the Holy Grail for Wealth Advisors™ due to its ability to aggregate and integrate all the tools and technology, products and services a wealth advisor needs throughout the lifecycle of a successful independent business, by accessing Chalice Advisor Exchange™, its single sign-on shared services digital marketplace and fintech platform.
For more information, please visit www.chalicefn.com.
About Succession Link
Succession Link is the premier online communication and networking platform dedicated to connecting financial professionals who seek to buy, sell or merge their businesses in the U.S. or Canada. The platform enhances the ability of its members to build trusted partnerships with local professionals. The industry-leading community helps its members with cutting edge tools, expert know-how and data to expand their businesses. The industry-leading peer-to-peer marketplace is backed by more than 43,000 members. For more information, please visit www.successionlink.com.
About Oak Street Funding
Indianapolis-based Oak Street Funding (www.oakstreetfunding.com), a First Financial Bank company, provides commercial financing for financial service businesses, restaurant franchises through the First Franchise Capital (www.firstfranchisecapital.com) brand and third-party loan servicing for financial institutions. Oak Street Funding and First Franchise Capital utilize industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to finance services professionals and franchise owners nationwide.