Callan Capital - Crunchbase Company Profile & Funding

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Overview

Callan Capital

Heat Score

43

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Callan Capital

CB Rank

651946

Callan Capital is a wealth management firm that provides financial planning and asset management services.

Acquired by

AlphaCore Wealth Advisory

Founded

obfuscation

Private

Austin, Texas, United States

callancapital.com/

Asset Management

Financial Services

Professional Services

Wealth Management

Key People

John Wan: CEO

Details

Legal Name

Callan Capital, LLC

Operating Status

Closed

Company Type

For Profit

Phone Number

866-912-4888

Contact Email

humanresources@callancapital.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Roadmap for Liquidity Events

A service providing financial planning guidance for clients experiencing significant financial events like business sales or divorce.

Callan Capital Rising Gen Academy

A two-day virtual educational program teaching financial literacy and basic financial concepts to the next generation of clients' families.

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Financials

M&A Details

merged with

AlphaCore Wealth Advisory

on

obfuscation

.

Transaction Name

Callan Capital acquired by AlphaCore Wealth Advisory

Acquired by

AlphaCore Wealth Advisory

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

John Wan CEO

News

News and Press

News•

Apr 7, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$101.9K

This year,

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Kickoff	81
Financial Services	81
Microsoft Azure	81

Actively Used Products

19

uses

19

technology products and services including

,

, and

Google Tag Manager

, according to G2 Stack.

Active Website Tech Count

13

is actively using

13

technologies for its website, according to BuiltWith. These include

,

, and

U.S. Server Location

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Companies that Exited (Top 10K)

9,907 Number of Organizations • $1.8T Total Funding Amount • 15,976 Number of Investors

Wealth Management Companies that Exited

1,278 Number of Organizations • $195.9B Total Funding Amount • 814 Number of Investors

Closed United States Professional Services Companies

1,645 Number of Organizations • $2.4B Total Funding Amount • 454 Number of Investors

Austin Companies that Exited

1,427 Number of Organizations • $135.2B Total Funding Amount • 2,582 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Austin, Texas, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

,

Mercer Advisors

, and

.