$25/mo will save your firm thousands on business expenses. Join today.

Empowering financial firms
large and small.

At Advisor Perks, we empower financial advisors and firms by connecting them with industry-leading brands and offering exclusive savings. Our platform provides essential resources to help advisors start, run, and grow their practice.

2018
A doing well by doing good company launched in 2018.
120k
Supporting 120k financial advisors and small businesses.
$50m
We've helped advisors save $50m in combined offers.

It started with a bang

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...now we’re here

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Our Guiding Principles

1. Ambitious & Achievable

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2. Good For People

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3. Team Before Self

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4. Be Good

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Our Leadership Team

Keith Gregg

Keith Gregg

Chief Executive Officer

Keith Gregg is a seasoned Financial Services and FinTech Executive, Founder, and CEO of Chalice Connect, a B2B marketplace technology company based in Melbourne, FL. Chalice Connect serves SMBs, corporations, and advisors through its brands.
Whitney Kendrick

Whitney Kendrick

Chief Marketing Officer

Whitney Kendrick serves as a key executive at Chalice Connect, where she plays a pivotal role in driving the success of Advisor Perks, a leading B2B marketplace platform designed to support financial advisors and SMBs.
Tim Horton

Tim Horton

Chief Technology Officer

Tim Horton is a key figure at Chalice Connect, where he plays a strategic role in enhancing the services and offerings of Advisor Perks, a B2B marketplace platform dedicated to supporting financial advisors and small-to-medium businesses.

Our Home Base

Florida

930 S Harbor City Blvd., Suite 302
Melbourne, FL 32901

California

Remote Workplace
San Diego, California

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