Powerful Business Solutions to Help Advisors

Lion Street Marketplace, powered by Chalice Connect, offers access to solutions such as affordable health insurance, payroll, back office support, tools and technology to help financial advisors succeed by providing cost effective benefits to attract new talent, keep advisors tech-enabled, improve productivity and lower business expenses.

People Working

We are here to help you grow.

Lion Street Marketplace was created to give financial advisors the resources they need to compete with large firms and run and grow as efficiently as possible. From employee benefits and payroll to marketing and accounting, Lion Street Marketplace fills in the gaps and handles day-to-day administrative burdens, freeing up your time to focus on what really matters — growing and managing your book of business. Get started on the roadmap to success.

image for enterprise