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At Chalice, we pride ourselves on being purposely built to help people just like you, the small and midsize business owner. And I hope I’ve opened your eyes on all the ways that Chalice delivers unmatched value and ROI.

We’d like you to meet Keith Gregg, CEO & Founder of Chalice Network, a community of 55,000+ small business owners that is dedicated to solving the unique challenges SMBs face as a financial services professionals and entrepreneurs.

With bitcoin and crypto in general continuing its pricing uptrend - so, too, is investment within the crypto and blockchain sectors - with 3 of this week's top 5 fintech VC deals falling under those two categories.

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.

The world looks different depending on what level of advisor-facing fintech a company operates on.

For small and mid-size businesses, adapting and evolving means going through a digital transformation. And historically, that’s been no easy task — that is, until Chalice Network was created.

IN A TRULY ASTONISHING MOMENT FOR FINTECH VC, this week we saw NINE VC deals in the digital wealth sector in excess of $100M.

The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...

We're back this week with FIVE $100M+ VC deals, and the top one - BlockFi - at $350M

Rise in huge financial challenges among investors, & other external forces that compels a business to arrange finances for their business expansions has worked as the major factor driving the growth of the global investment banking & trading services market.