In this episode of Guts, Grit & FinTech, we spotlight a platform that’s quietly redefining how small and mid-sized businesses access tools, partners, and services. Keith Gregg, CEO and Founder of Chalice Connect, joins Vasyl Soloshchuk to share how his no-code B2B marketplace is simplifying the business lifecycle for independent professionals and entrepreneurs across the country.
A Digital Hub for the Business Owner’s Journey
Chalice Connect brings together a curated network of financial, legal, tech, and HR partners—all tailored to the needs of SMEs. The platform allows business owners to manage operations, access exclusive benefits, and tap into a trusted ecosystem, all in one digital environment. It’s not just a marketplace—it’s infrastructure for independence.
The Marketplace Approach to B2B
In the conversation, Keith explains why marketplaces are the future of B2B operations, especially in fragmented industries. With Chalice, he offers not just tools—but a new way to think about partnerships, procurement, and scaling, using tech that requires no coding or integration overhead.
Inside Chalice: The Team and Vision
Keith shares insights into how his team built the platform from idea to launch, the challenges of uniting disparate business services into one user-friendly system, and what comes next as Chalice Connect scales its offerings for industries beyond financial services.
About Keith Gregg
Keith Gregg is a veteran executive with over 30 years in financial services and entrepreneurship. He has led firms across wealth management and investment advisory sectors, and his leadership in organizations like the Wealth Advisor Institute and IMCA chapters shows his long-standing commitment to empowering professionals in regulated industries.
A Note on Our Platform
INSART’s Guts, Grit & FinTech podcast connects you with the founders, builders, and thinkers who are reshaping the financial services industry. While we foster dialogue and visibility, we do not provide investment advice or consulting services.
