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Photo of William Callahan, CFA
Individual Investor

William Callahan, CFA

Overview

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Number of Portfolio Companies 5
Number of Current Board & Advisor Roles 1
  • Investor Type 
    obfuscation
  • Investor Stage 
    obfuscation
Founder, tech advisor, angel and venture investor, background in finance and fintech (CFA, CFP, & RLP holder)

Personal Investments

Edit Personal Investments Section
Number of Investments 6
William Callahan, CFA has made 6 investments. Their latest investment was Series A - Levels on
obfuscation
, when Levels raised
obfuscation
.
Announced Date  
Organization Name  
Lead Investor  
Funding Round  
Money Raised  
obfuscation
Levels Logo
Levels
No
Series A - Levels Logo
Series A - Levels
obfuscation
obfuscation
Lessly.io Logo
Lessly.io
No
Seed Round - Lessly.io Logo
Seed Round - Lessly.io
obfuscation
obfuscation
SailPlan Logo
SailPlan
No
Series A - SailPlan Logo
Series A - SailPlan
obfuscation
obfuscation
Specialty EMR Data Team Logo
Specialty EMR Data Team
No
Series D - Specialty EMR Data Team Logo
Series D - Specialty EMR Data Team
obfuscation
obfuscation
Callahan Financial Planning Company Logo
Callahan Financial Planning Company
Yes
Series A - Callahan Financial Planning Company Logo
Series A - Callahan Financial Planning Company
obfuscation
obfuscation
Callahan Financial Planning Company Logo
Callahan Financial Planning Company
Yes
Seed Round - Callahan Financial Planning Company Logo
Seed Round - Callahan Financial Planning Company
obfuscation

Jobs

Edit Jobs Section
Number of Current Jobs 1
Number of Past Jobs 1
William Callahan, CFA is the Founder, CEO at aVenture. Additionally, William Callahan, CFA has had 1 past job as the President, CEO, Founder at Callahan Financial Planning Company.
Organization Name  
Title At Company  
Start Date  
End Date  
Callahan Financial Planning Company Logo
Callahan Financial Planning Company
President, CEO, FounderFeb 17, 2010Jan 2022

Board and Advisor Roles

Edit Board and Advisor Roles Section
Number of Current Board & Advisor Roles 1
Number of Past Board & Advisor Roles 2
William Callahan, CFA is the Advisor at SeekInvest.
Organization Name  
Title At Company  
Start Date  
End Date  
Mutual First Federal Credit Union Logo
Mutual First Federal Credit Union
DirectorMar 2020Mar 2021
Mutual First Federal Credit Union Logo
Mutual First Federal Credit Union
TreasurerMar 2020Mar 2021

Education

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William Callahan, CFA studied at Creighton University, Creighton University, and  University of Nebraska Omaha.

Recent News and Activity

Edit Recent News and Activity Section
Funding Round•Apr 20, 2022
Levels raised
obfuscation
from AirAngels and 21 other investors
Discover more funding rounds
Funding Round•Mar 9, 2022
Lessly.io raised
obfuscation
from William Callahan, CFA
Discover more funding rounds
Funding Round•Mar 3, 2022
Specialty EMR Data Team raised
obfuscation
from William Callahan, CFA
Discover more funding rounds
Funding Round•Mar 3, 2022
SailPlan raised
obfuscation
from Graph Ventures and 5 other investors
Discover more funding rounds
Funding Round•Aug 12, 2011
Callahan Financial Planning Company raised
obfuscation
from William Callahan, CFA
Discover more funding rounds
Funding Round•Feb 3, 2010
Callahan Financial Planning Company raised
obfuscation
from William Callahan, CFA
Discover more funding rounds
Who We Are
What We Do
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