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Insights

ESG Study Callan recently conducted a successful ESG study among asset managers, demonstrating expertise in sustainable investing and potential for collaboration on ESG-focused investment strategies.

New Hires Strategic hires like Sarie Diloné, David Wong, and Constantine Braswell highlight Callan's expansion plans, signaling opportunities to offer consulting services to emerging talents and potentially new clients through these experienced professionals.

Private Credit Study The release of a Private Credit Fees and Terms Study showcases Callan's deep dive into niche areas of investment, presenting a chance to engage with clients on specialized investment opportunities and strategies.

Revenue Range With a revenue range of $10M - $50M, Callan falls in a lucrative financial bracket that indicates a strong financial standing, making them a potential client for services that enhance investment strategies and portfolio management.

Competition Landscape Being among the largest independently owned investment consulting firms in the U.S., Callan's competitive positioning against larger firms like T. Rowe Price and J.P. Morgan suggests opportunities for collaboration or tailored solutions for clients seeking personalized consulting services.

Similar companies to Callan

Callan Tech Stack

Callan uses 8 technology products and services including WordPress, Auth0 Lock, jQuery, and more. Explore Callan's tech stack below.

  • WordPress
    Content Management System
  • Auth0 Lock
    Identity Verification
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • Python
    Programming Languages
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management

Media & News

Callan's Email Address Formats

Callan uses at least 1 format(s):
Callan Email FormatsExamplePercentage
Last@callan.comDoe@callan.com
73%
LastF@callan.comDoeJ@callan.com
20%
FLast@callan.comJDoe@callan.com
5%
First.Last@callan.comJohn.Doe@callan.com
2%

Frequently Asked Questions

Where is Callan's headquarters located?

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Callan's main headquarters is located at One Bush Street Suite 700 San Francisco, CA 94104 US. The company has employees across 5 continents, including North AmericaEuropeSouth America.

What is Callan's phone number?

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You can contact Callan's main corporate office by phone at +1-312-346-3536. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Callan's stock symbol?

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Callan is a publicly traded company; the company's stock symbol is N/A.

What is Callan's official website and social media links?

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Callan's official website is callan.com and has social profiles on LinkedIn.

How much revenue does Callan generate?

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As of September 2024, Callan's annual revenue reached $35M.

What is Callan's NAICS code?

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Callan's NAICS code is 523920 - Portfolio Management.

How many employees does Callan have currently?

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As of September 2024, Callan has approximately 256 employees across 5 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer And Founder: L. R.Chief Financial Officer: S. K.Chief Operating Officer: I. S.. Explore Callan's employee directory with LeadIQ.

What industry does Callan belong to?

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Callan operates in the Financial Services industry.

What technology does Callan use?

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Callan's tech stack includes WordPressAuth0 LockjQueryPriority HintsPythonPHPX-XSS-ProtectionGoogle Tag Manager.

What is Callan's email format?

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Callan's email format typically follows the pattern of . Find more Callan email formats with LeadIQ.

When was Callan founded?

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Callan was founded in 1973.
Callan

Callan

Financial ServicesCalifornia, United States201-500 Employees

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. 

Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. 


Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking"​ or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.

Section iconCompany Overview

Headquarters
One Bush Street Suite 700 San Francisco, CA 94104 US
Phone number
+1-312-346-3536
Website
callan.com
Stock Symbol
N/A
NAICS Code
523920 - Portfolio Management
Founded
1973
Employees
201-500

Section iconFunding & Financials

  • $10M$50M

    Callan's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Callan's revenue is in the range of $10M$50M

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