


Callan
Financial Services • San Francisco, California, United States • 201-500 Employees
Company overview
| Headquarters | One Bush Street, Suite 700, San Francisco, CA 94104, US |
| Phone number | +14159745060 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Asset Management, Institutional Investment Consulting, Financial Research & Data |
| Founded | 1973 |
| Employees | 201-500 |
| Socials |
Key Contacts at Callan
Barb Gerraty
Director Of The Callan Institute
Ivan Cliff
Evp, Director Of Research
Denise Steele
Chief Technology Officer
Callan Ed
Founder Emeritus
Callan Email Formats
Callan uses 1 email format. The most common is {last name} (e.g., doe@callan.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@callan.com | 100% |
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total 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. Learn more at www.callan.com. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, X, 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.
Callan revenue & valuation
| Annual revenue | $60,000,000 |
| Revenue per employee | $228,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $192,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Callan has 91 employees across 12 departments.
Departments
Number of employees
Funding Data
Callan has never raised funding before.
Callan Tech Stack
Discover the technologies and tools that power Callan's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Marketing automation
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Programming languages
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Frequently asked questions
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