Portfolio company Vestwell has partnered with Chalice Network, an online member-based digital marketplace, to bring Chalice advisors a more effective way to scale and service their small plan retirement market.
Vestwell is the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era. This partnership will give Chalice advisors a more effective way to scale and service in the small plan retirement market. Through the use of Vestwell’s API-driven technology, advisors now have access to a modern-tech stack that will help them deliver customized, user-friendly, and cost effective 401(k) and 403(b) solutions. “I have been blessed to know and work with Aaron Schumm for a very long time and he is a brilliant FinTech executive who continues to innovate and digitally enable both investors and advisors through cutting edge technology. We couldn’t be happier to have partnered with Vestwell in delivering the best of breed 401(k) and 403(b) platform in the industry,” says Keith Gregg, Founder and CEO of Chalice Network. “Just like Chalice, Vestwell is dedicated to helping advisors run, grow, and protect their business,” says Ben Thomason, EVP, Revenue at Vestwell. “We’re thrilled to be partnering with Chalice’s strong network of advisors to offer scalable, quality, and affordable retirement plans to the traditionally underserved small plan market.”