New Joint Venture Supports the Rise of Independent RIAs

Chalice Wealth Partners and partner to support growing sector of independent Registered Investment Advisors (RIAs).

Burlington, VT and New York, NY:

For years, independent broker-dealers were unable to offer the product range of major wirehouses to affiliated Registered Investment Advisors (RIAs), including alternative investments, but lately, that gap has been closing. Chalice and today announce a new collaboration, bringing increased product access and diversification across asset classes to independent advisors. is providing the Chalice Financial Network and its advisors with early access to high quality, broker-dealer vetted alternative investments to supplement traditional products. Private placement securities presented by span multiple industries including commercial real estate and growth stage companies. These investment products are less correlated with public financial markets and are not commonly accessible through traditional channels.

“As a leading fintech membership organization for independent advisors, Chalice is always looking to industry trends and investor preferences to equip advisors and clients with a full spectrum of products and services. We are excited to partner with, a leading alternative investments and capital formation platform, because of their commitment to quality offerings and ease of doing business with private investments in a compliant manner. has democratized and digitized access to alternative investments, and we see this trend continuing to gain traction in the future. We want our advisors to be able to capitalize on technology-driven changes to access both traditional and alternative investments.” said Keith Gregg, Founder and CEO of Chalice.

“ is committed to offering high quality alternative investments for our network of RIA, institutional and accredited investors,” said Aaron Pollak, CEO of “We look forward to further collaborating with Chalice, a best-in-class partner, as we make private securities syndication even more efficient.”

About Chalice Wealth Management: Chalice is a leading fintech membership organization for Registered Investment Advisors. Its management includes 30-year veterans of the financial services industry. Chalice offers clients investment products and services, leveraging collective buying power for rates that are competitive with the large wirehouse brokerages, and for terms that offer RIAs independence. Chalice offers its clients a full suite of back office services, from competitively priced investment products, to Turnkey Asset Management Platform (TAMP) solutions, retirement and insurance solutions, HR, payroll, RIA-friendly brokerage affiliation, and more.

About headquartered in Burlington, Vermont and with offices in Midtown Manhattan, Holdings, Inc. is a financial services company focused on providing alternative investment solutions and syndication. Holdings, Inc. includes subsidiaries that specialize in facilitating private placements and providing technology solutions. Holdings, Inc. is the parent company of Brokerage Services, LLC, a registered broker-dealer (Member, FINRA/SIPC) and Technologies, LLC, a technology services provider.

Press contact: Diane Abruzzini,,

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