About Callan Capital
Callan Capital is a company based in La Jolla (United States) founded in 2007 was acquired by Alphacore in May 2025.. Callan Capital offers products and services including Financial Planning, Investment Management, and Philanthropy and Family Governance. Callan Capital operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter La Jolla, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Callan Capital
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
Funding Insights of Callan Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Callan Capital
Callan Capital has secured backing from 1 investor. Prominent investors backing the company include AlphaCore. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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AlphaCore is engaged in innovative wealth management and financial planning.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Callan Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Callan Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Callan Capital Comparisons
Competitors of Callan Capital
Callan Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Callan Capital
Frequently Asked Questions about Callan Capital
When was Callan Capital founded?
Callan Capital was founded in 2007.
Where is Callan Capital located?
Callan Capital is headquartered in La Jolla, United States. It is registered at La Jolla, California, United States.
What does Callan Capital do?
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.
Who are the top competitors of Callan Capital?
Callan Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Callan Capital offer?
Callan Capital offers Financial Planning, Investment Management, and Philanthropy and Family Governance.
Who are Callan Capital's investors?
Callan Capital has 1 investor. Key investors include AlphaCore.