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Small Business Benefits™ logo — Ready to attract new employees, keep existing ones, improve...

Small Business Benefits™

Ready to attract new employees, keep existing ones, improve productivity and lower costs? Join our network.

Founded 2021 United States Melbourne, United States 1 employees Series A Total: $4.60M Financial Services

General Information

Company Name Small Business Benefits™
Founded Year 2021
Location United States Melbourne, United States
Employees 1
Industries Financial Services
Funding Stage Series A
Social

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About Small Business Benefits™

Chalice Wealth Partners is a dedicated membership organization aimed at empowering top independent wealth advisors. Founded in 2017, Chalice's mission is to offer members preferred access to premier wealth management products and services, helping achieve economies of scale and operational efficiencies necessary for success. Members benefit from a comprehensive range of FinTech products and services, thoroughly vetted and aggregated by experienced industry professionals. Crucially, members can select financial technology solutions tailored to the unique needs of their advisory businesses and clients. The Chalice Wealth Partners ecosystem also fosters unique peer-to-peer networking and collaboration opportunities, providing a platform for sharing ideas and best practices to collectively strengthen its members. Their slogan, "Empowering independent wealth advisors with exclusive access to top-tier financial products, services, and collaborative networks for unparalleled success," encapsulates their commitment to providing tailored and exclusive resources to their members. Chalice recently secured a $4.60M Series A investment on 25 April 2018 from Uinta Investment Partners LLC, indicating investor confidence in their business model and potential for future growth. As the financial services industry continues to evolve, Chalice's focus on empowering independent advisors and providing them with exclusive resources could position them as a significant player in the market.

Taxonomy: Wealth management, Financial services, Fintech products, Financial technology, Independent advisors, Operational efficiencies, Peer-to-peer, Economies of scale, Membership organization, Wealth advisors, Exclusive access, Best practices, Chalice Wealth Partners

Funding Rounds & Investors (1)

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Funding Stage Amount Investors Lead Investors Date
Series A $4.60M 1
Uinta Investment Partners LLC
Uinta Investment Partners LLC
25 Apr 2018

Small Business Benefits™ Alternatives & Competitors

View All Alternatives
Small Business Benefits™ vs
Mammoth Technology
Mammoth Technology United States

Bridging the Gap between Investors, Financial Advisors & Fund Managers

4 employees
Financial Services, Fintech
Small Business Benefits™ vs
TPD Wealth Management Ltd.
TPD Wealth Management Ltd. United Kingdom

Whatever the future brings, we'll strive to produce tailored solutions as individual as you are.

12 employees
Financial Services, Wealth Management
Small Business Benefits™ vs
IWP UK
IWP UK United Kingdom

Building Britain’s best national IFA business

73 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Small Business Benefits™

Ready to attract new employees, keep existing ones, improve productivity and lower costs? Join our network.
Small Business Benefits™ was founded in 2021.
Small Business Benefits™ is headquartered in Melbourne, United States.
Small Business Benefits™ operates in Financial Services. Its work centres on Wealth management, Financial services, Fintech products and Financial technology.
Small Business Benefits™ has approximately 1 employees.
Small Business Benefits™ has completed 1 funding round, raising a total of $4.60M. The latest funding stage is Series A.
Top alternatives and competitors to Small Business Benefits™ include Mammoth Technology, TPD Wealth Management Ltd., IWP UK, HD Vest Financial Services, Callahan Financial Planning. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Small Business Benefits™ and Mammoth Technology are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Small Business Benefits™, https://bouncewatch.com/company/chalice, updated 24 October 2024. When citing, please name BounceWatch and link this page.

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