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FinTecBuzz

by BusinessWire

Wealth.com Launches New Family Office Suite™, announced new addition

Wealth.com Launches New Family Office Suite™, announced new addition

June 24, 20247 min

New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients

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Chalice Wealth Partners Adds JP Guilbault to Board of Directors

Asset Management

Chalice Wealth Partners Adds JP Guilbault to Board of Directors

February 13, 20203 min

Chalice Wealth Partners, the parent company of Chalice Financial Network™, an online member-based digital marketplace for independent, small and midsized businesses, today announced the addition of Jean-Paul (JP) Guilbault to its board of directors. fintech news Guilbault is a proven technology and business visionary, board member and community leader with more than 25 years of commercial, operational and strategic management experience. He’s worked for global brands that include Dun and Bradstreet, Intuit and Constant Contact,...

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