Chalice Monetary Community™ Acquires Succession Hyperlink And Types Strategic Alliance With Oak Road Funding® To Launch Complete Assist Platform For Unbiased Monetary Advisor M&A Offers And Advisor Loans


SAN DIEGO, Feb. 11, 2019 /PRNewswire/ — Chalice Monetary Community (“Chalice,” “CFN” or “the agency”), the main member advantages group for Unbiased Monetary Advisors and RIAs, in the present day introduced that it has dramatically enhanced its providing with the introduction of Chalice Advisor Lending Options by offering complete M&A help for advisors who search to purchase and promote books of enterprise.  

This new service strengthens CFN’s providing, which already contains discounted pricing on know-how and instruments, advertising and marketing and complimentary lead producing web sites, company companies and help together with HR, IT, payroll, and group well being advantages.

As a part of the launch of this new platform, Chalice additionally introduced the acquisition of Succession Hyperlink, the nation’s high on-line matching service for impartial monetary advisor M&A offers, in addition to a strategic alliance with Oak Road Funding, a number one supplier of typical non-SBA loans for advisors looking for to purchase or promote an impartial follow.  Chalice’s most well-liked vendor relationship with Oak Road Funding additionally makes capital and M&A help accessible to advisors who’re amongst Succession Hyperlink’s 43,000-plus customers. Succession Hyperlink members get 50% off membership to Chalice in the event that they be part of by March 31.

Keith Gregg, Founder, Chairman and CEO of Chalice, mentioned, “From figuring out potential transactions, to acquiring deal financing, to experience on transaction execution and enterprise integration, we now provide the complete continuum of options that impartial advisors want to purchase or promote a enterprise.  Simply because the wealth administration {industry} is experiencing a wave of Child Boomer purchasers transferring trillions of {dollars} in property to Millennial heirs, hundreds of monetary advisors are getting ready to retire within the coming years.  The variety of potential follow acquirers and sellers will proceed to surge, and streamlined entry to M&A steering and aggressive financing will mark the distinction between success or failure for these advisors.”


Chalice Advisor Lending Options acknowledges the elevated advisor demand for succession planning and desired development by offering Chalice Monetary Community members with:

  • A members-only mannequin together with expedited mortgage processing and decrease charges
  • Simplified underwriting and expedited approval course of
  • Merger & Acquisition help and construction

Extra broadly, because the equal of “Amazon Prime for advisors,” Chalice Monetary Community supplies its members with a sturdy, single sign-in shared companies FinTech Platform and digital market known as the Chalice Advisor Alternate (CAEx).  By CAEx, Chalice’s members can entry best-in-class, third-party know-how and enterprise enterprise options that embrace portfolio administration software program, different investments, asset and wealth administration platforms, in addition to back-office wants starting from group medical health insurance, human assets, CFO finance and accounting, complimentary lead producing web sites and advertising and marketing help, furnishings, tools and workplace area — all at steeply discounted charges.


In a associated improvement, Derek Bruton has been promoted from COO of Chalice Monetary Community to President of the complete agency, a newly-created function reporting on to Founder, Chairman and CEO Keith Gregg, to supervise the following section of the corporate’s strategic development plans.

Moreover, Succession Hyperlink Chief Know-how Officer Tim Horton has been named Chief Know-how Officer of Chalice Monetary Community. Mr. Horton has spent his profession in startups. Earlier than Succession Hyperlink, he was the CTO of Airbitz (now rebranded as Edge) a cryptocurrency pockets and authentication supplier.

Mr. Bruton, the newly appointed President of Chalice, who has served in strategic and government roles within the monetary service {industry} for almost 30 years, mentioned, “Connecting the advisors we serve at Chalice with Succession Hyperlink on a reduced foundation is a pure outgrowth of our mission, and our alliance with Oak Road Funding supplies a strong capital answer for our consistently increasing base of members throughout the impartial monetary recommendation area.  We have created the equal of a credit score union for impartial monetary advisor companies, no matter their current broker-dealer or RIA affiliations, in lower than one month after the launch of our digital market platform.  We now have a robust tailwind on our aspect as we proceed to construct out Chalice’s choices and assets for our members.”

Mr. Horton mentioned, “It was apparent to me early on that not solely may Chalice’s advisors profit from Succession Hyperlink, however that our purchasers may benefit from a better relationship with Chalice and the options they supply to the impartial monetary advisor area.  We’re enthusiastic about becoming a member of Chalice, and the added worth it’ll present to each advisors who’re already on our respective platforms and people advisors who will quickly grow to be members.”

Rick Dennen, Founder, President and CEO of Oak Road Funding, mentioned, “We’re honored to be partnering with Chalice to serve their advisors in search of capital for M&A or succession planning. Chalice has a fantastic identify and fame and is making issues occur on this {industry}.  We at Oak Road Funding imagine in serving to impartial advisors at each stage of the enterprise life cycle. Chalice members are a very entrepreneurial and pushed group of pros, making them the perfect viewers for our companies.”

About Chalice Monetary Community™
Chalice Monetary Community (“Chalice”) is a San Diego-based, main supplier of third-party know-how, asset administration, wealth administration and enterprise enterprise options for impartial monetary advisors throughout the nation, delivered by means of an unique membership construction.  Chalice is the Holy Grail for Wealth Advisors™ resulting from its means to mixture and combine all of the instruments and know-how, services and products a wealth advisor wants all through the lifecycle of a profitable impartial enterprise, by accessing Chalice Advisor Alternate™, its single sign-on shared companies digital market and fintech platform. 

For extra data, please go to

About Succession Hyperlink
Succession Hyperlink is the premier on-line communication and networking platform devoted to connecting monetary professionals who search to purchase, promote or merge their companies within the U.S. or Canada. The platform enhances the flexibility of its members to construct trusted partnerships with native professionals. The industry-leading group helps its members with innovative instruments, professional know-how and knowledge to increase their companies. The industry-leading peer-to-peer market is backed by greater than 43,000 members. For extra data, please go to

About Oak Road Funding
Indianapolis-based Oak Road Funding (, a First Monetary Financial institution firm, supplies business financing for monetary service companies, restaurant franchises by means of the First Franchise Capital ( model and third-party mortgage servicing for monetary establishments. Oak Road Funding and First Franchise Capital make the most of {industry} data, proprietary know-how and keenness to ship top-quality service and capital merchandise to finance companies professionals and franchise homeowners nationwide.

* Loans and features of credit score topic to sure phrases and circumstances and approval. Potential debtors are chargeable for their very own due diligence on acquisitions.  CA residents:  Loans made pursuant to California Division of Enterprise Oversight, Finance Lenders License (#6039839).

Media Contacts

Joseph Kuo / Chris Latham
Haven Tower Group
424 652 6520 ext 101 or ext 105
[email protected] or [email protected]

SOURCE Chalice Monetary Community

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