AeroLeads people directory · profile
William Callahan Email & Phone Number
Founder
at
aVenture (Techstars '23)
1 work email found
@callahanplanning.com
4 phones found area 402
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
San Francisco Bay Area, United States
Who is William Callahan? Overview
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Quick answer
William Callahan is listed as Founder at aVenture (Techstars '23), based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at callahanplanning.com, phone signal with area code 402, and a matched LinkedIn profile for William Callahan.
William Callahan previously worked as Founder, CEO at Aventure and Advisor at Seekinvest. William Callahan holds Master’S Degree, Investment Management And Financial Analysis (Mimfa/Msapm) from Creighton University.
Company email context
Email format at aVenture (Techstars '23)
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{first}@callahanplanning.com
86% confidence
AeroLeads found 1 current-domain work email signal for William Callahan. Compare company email patterns before reaching out.
Profile bio
About William Callahan
An experienced finance and technology leader and the founder and CEO of aVenture, a venture capital research platform that brings data insights to inform better investment decisions. My mission is to democratize access to quality VC data and empower investors to make smarter and more informed choices.
Listed skills include Certified Financial Planner, Chartered Financial Analyst, Financial Planning, Retirement Planning, and 5 others.
Current workplace
William Callahan's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 6 years
William Callahan work experience
A career timeline built from the work history available for this profile.
Founder, Ceo
CurrentaVenture is a venture capital research platform, bringing data insights to inform better investment decisions.With aVenture, you can research startup companies, investors, and their key leadership to evaluate potential deals, market size, traction, competitive landscape, and more. aVenture's data confidence tools help you evaluate the insights already available and measure their accuracy.Currently in public Alpha, launching in 2024.
Oct 2022 - Present
Advisor
CurrentSeekInvest is a fintech solution that makes it possible for investors to have their portfolio match their personal values.
Jan 2021 - Present
Founding Member
Hampton is a business network for high-growth founders to talk, collaborate, and think about their businesses together.
Dec 2022 - Jan 2024
Founder, Ceo
Callahan Financial Planning is a tech-enabled independent financial planning and investment management firm for families, commonly described as a multi-family office. Because the firm is not owned by or affiliated with any bank, brokerage, or insurance company, it's able to offer conflict-free advice that is based solely on what is best for the families.By providing fee-only advice, Callahan Financial Planning can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. The firm has offices in 3 states: California (San Francisco, San Rafael, Mill Valley, Palo Alto, Burlingame), Nebraska (Omaha and Lincoln), and Colorado (Denver).
Feb 2010 - Jan 2022
Business Unit President
The firm I founded, Callahan Financial Planning, was acquired by and became a unit of TS Banking Group in 2021.Callahan Financial Planning, a fee-only high net worth financial planning and investment advisory firm, combined certain back-office functions with related units: TS Prosperity Group (trustee, estate management, investment advice) and Collins Consulting (tax planning and preparation) while continuing to specialize in direct financial advice to individuals and families under the trusted fiduciary model of fee-only advice.
2021 - 2022
~1 yr
Board Member, Treasurer
Advised the credit union as a regulated financial institution on asset/liability management, product and pricing strategy, operations, location expansion, and other duties.
Jan 2020 - Mar 2021
Advisor
Advised and worked with Morningstar leadership on strategy for investment research products.
Apr 2015 - Jan 2020
Pilgrim
I walked a delightful 1,000km journey from France to the Spanish coastline alongside other pilgrims in their journey along the Camino de Santiago.
Sep 2019 - Nov 2019
4 education records
William Callahan education
Master’S Degree, Investment Management And Financial Analysis (Mimfa/Msapm)
Creighton University
Master Of Business Administration (M.B.A.)
Creighton University
Bachelor’S Degree, Finance, Banking & Financial Markets, Investment Science & Portfolio Management
University Of Nebraska At Omaha
Certified Financial Planner (Cfp) Professional Program, Investment Science, Law, Tax, Family And Institutional Financial Planning
Nyu School Of Professional Studies
FAQ
Frequently asked questions about William Callahan
Quick answers generated from the profile data available on this page.
What company does William Callahan work for?
William Callahan works for aVenture (Techstars '23).
What is William Callahan's role at aVenture (Techstars '23)?
William Callahan is listed as Founder at aVenture (Techstars '23).
What is William Callahan's email address?
AeroLeads has found 1 work email signal at @callahanplanning.com for William Callahan at aVenture (Techstars '23).
What is William Callahan's phone number?
AeroLeads has found 4 phone signal(s) with area code 402 for William Callahan at aVenture (Techstars '23).
Where is William Callahan based?
William Callahan is based in San Francisco Bay Area, United States while working with aVenture (Techstars '23).
What companies has William Callahan worked for?
William Callahan has worked for Aventure (Techstars '23), Aventure, Seekinvest, Hampton, and Callahan Financial Planning.
How can I contact William Callahan?
You can use AeroLeads to view verified contact signals for William Callahan at aVenture (Techstars '23), including work email, phone, and LinkedIn data when available.
What schools did William Callahan attend?
William Callahan holds Master’S Degree, Investment Management And Financial Analysis (Mimfa/Msapm) from Creighton University.
What skills is William Callahan known for?
William Callahan is listed with skills including Certified Financial Planner, Chartered Financial Analyst, Financial Planning, Retirement Planning, Estate Planning, Investment Management, Independent Financial Advice, and Wealth Management.
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