Callahan Financial Planning
Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA.
4 employees · est. 2010 · Omaha, United States
Integrated Partners
Empowering financial advisors to achieve their entrepreneurial vision since 1996.
51 employees · est. 1996 · Boston, United States
Integrated Partners is the older company (2010 vs 1996); Integrated Partners is the larger of the two.
Side-by-Side Comparison
| Metric | Callahan Financial Planning | Integrated Partners |
|---|---|---|
| Founded | ||
| Founded | 2010 | 1996 older |
| Headquarters | ||
| Headquarters | Omaha, United States | Boston, United States |
| Employees | ||
| Employees | 4 | 51 larger |
| Industry | ||
| Industry | Finance, Financial Services | Finance, Financial Services |
| Funding Stage | ||
| Funding Stage | Series A | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Fee-Only Financial Advisors, Personal Financial Planning, Investment Management, Fiduciary Relationship, Retirement Planning, Wealth Management, Tax Planning, Estate Planning, Family Office Services, San Francisco Financial Advisors, Omaha Financial Advisors, Lincoln Financial Advisors, SEC-Registered Investment Advisor, Financial Planning Company, Independent Brokerage | Wealth Management, Investment Advice, Entrepreneurial Vision, Business Building Services, Integrated Partners, Registered Investment Advisor, Securities, LPL Financial, CPA Partner Program, Family Office Platform, Succession Planning, Comprehensive Business Counsel |
| Website | ||
| Website | callahanplanning.com | integrated-partners.com |
About Callahan Financial Planning
Callahan Financial Planning is a fee-only personal financial planning and investment management company, with a strong focus on families preparing for retirement, managing investment portfolios, family office services, wealth and tax management, estate planning, and more. Founded in 2010, the compan...
About Integrated Partners
Integrated Partners is a long-standing financial services company established in 2003 and headquartered in the United States. The company's slogan, "Empowering financial advisors to achieve their entrepreneurial vision since 1996," echoes its commitment to supporting independent advisors in building...
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Funding, hiring, leadership and stack changes at Callahan Financial Pla... and Integrated Partners — by email.
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Compiled from the BounceWatch company index. We last looked at Callahan Financial Planning on 14 Sep 2024, and Integrated Partners on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.