About Callan Capital
Callan Capital is a Financial Services company based in La Jolla (United States) founded in 2007, and was acquired by Alphacore in May 2025. Financial planning and wealth management services are provided to clients. Callan Capital offers products and services including Financial Planning, Investment Management, and Philanthropy and Family Governance. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Callan Capital was established in 2007 in La Jolla, United States, within the financial services sector. Wealth management and financial planning are handled through advisory operations that support client investment decisions and long-term financial goals. Services encompass portfolio management, retirement planning, and estate strategies, primarily for individuals and families in the region. The firm maintains its base in La Jolla, focusing on personalized financial guidance without broader international reach.
- Headquarters La Jolla, United States
- Stage Acquired
- SectorsFinancial Services
- Website callancapital.com
- Social LinkedIn X
- Acquired by Alphacore (May 2025)
- Legal Name Callan Capital
Products & Services of Callan Capital
Callan Capital offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Philanthropy and Family Governance.
Tailored plans for executives to manage wealth and liquidity events.
Risk-adjusted portfolio design for enhanced returns and stability.
Strategic support for charitable giving and family legacy planning.
Investors in Callan Capital
Callan Capital has secured backing from 1 investor. Prominent investors backing the company include AlphaCore.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
AlphaCore is engaged in innovative wealth management and financial planning. | alphacore.com | La Jolla, United States |
Investor details for Callan Capital
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Timeline of Callan Capital
2 dated milestones of Callan Capital across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Callan Capital is founded.
- Exit Acquired by Alphacore.
Competitors of Callan Capital
Callan Capital has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Callan Capital
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Top companies in Asset Management
3 companies that operate in the same segment as Callan Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Callan Capital
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Frequently Asked Questions about Callan Capital
Callan Capital was founded in 2007.
Callan Capital is headquartered in La Jolla, United States. It is registered at La Jolla, California, United States.
Callan Capital was established in 2007 in La Jolla, United States, within the financial services sector. Wealth management and financial planning are handled through advisory operations that support client investment decisions and long-term financial goals. Services encompass portfolio management, retirement planning, and estate strategies, primarily for individuals and families in the region. The firm maintains its base in La Jolla, focusing on personalized financial guidance without broader international reach.
Callan Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Callan Capital offers Financial Planning, Investment Management, and Philanthropy and Family Governance.
Callan Capital has 1 investor. Key investors include AlphaCore.
Callan Capital operates through Callan Capital.
Yes. Callan Capital was acquired by Alphacore in May 2025.