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Brands and Their Owners
| Brand | Owner | Address | Description |
|---|---|---|---|
| CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS | Chalice Wealth Partners | 930 S. Harbor City Blvd., Suite 302 Melbourne FL 32901 | WEALTH ADVISORS;Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts; |
Where the owner name is not linked, that owner no longer owns the brand |