How did Chapter develop relationships with major wealth management firms?
Replied byCobi Blumenfeld-Gantz
Co-Founder & CEO at Chapter
Niche: Health & Wellness
Revenue: Approx. 8.3 Million/month
Location: New York, New York, United States
Started: 2020
We earned trust through performance. One advisory firm gave us an opportunity to help its clients, and positive outcomes led to additional referrals. Over time, those successes created momentum throughout the wealth management industry.
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