Even after deal, will Chalice Financial have 'right service mix'?

February 11, 2019

Even after deal, will Chalice Financial have 'right service mix'?

Chalice Financial Network is upping the stakes in the competitive platform provider market.

Chalice has acquired Succession Link, an online matching service for RIAs looking to buy or sell their firms, and has forged a strategic alliance with Oak Street Funding, a bank subsidiary that provides commercial financing for financial service businesses.

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