How did Chapter develop relationships with major wealth management firms?

Cobi Blumenfeld-Gantz
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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