William Callahan, CFA
Angel Investor
San Francisco Bay Area, United States
William Callahan, CFA is a Series A investor in San Francisco Bay Area focused on Software and Financial Services. Founder, tech advisor, angel and venture investor, background in finance and fintech (CFA, CFP, & RLP holder)
- Total investments:
- 10
- Last investment:
- Lead investor:
- 20%
Last updated:
For AI agents: llms.txt
Industries William Callahan, CFA invests in
Stages William Callahan, CFA invests in
Countries William Callahan, CFA invests in
Round sizes
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Round size
- Series A
- $29M–$38M
Investment Focus
Industry
- Software 3 (30%)
- Financial Services 3 (30%)
- Finance 2 (20%)
- Health Care 2 (20%)
- Information Technology 2 (20%)
Stage
- Series A 5 (50%)
- Seed 3 (30%)
- Series D 1 (10%)
Country
- United States 6 (60%)
- Mexico 1 (10%)
- United Kingdom 1 (10%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Copper is a financial empowerment company on a mission to narrow the economic gap by making earning money universally accessible and truly rewarding | $29M / Series A / Apr 26, 2022 | ||
| Levels develops a health and wellness platform designed to monitor metabolic fitness. The platform tracks blood glucose in real-time, enabling users to optimize their diet and exercise. The company was founded in 2019 and is a remote-first company. | $38M / Series A / Apr 20, 2022 | ||
| FinTech AI bring investment portfolio insights to retail brokerage, wealth and institutional asset management.Investors and financial professionals have access to more data and information than ever before. But without a simple way to extract and deliver credible, relevant information for each client and portfolio, the churn of the 24/7 newscycle turns into noise.Pebble is a portfolio, analytics and AI company that connects the dots between real-world events and investment performance. The company’s API products analyze portfolios, synthesize proprietary research and market news, and explain the why behind performance—in a matter of seconds. | Seed / Mar 11, 2022 | ||
| Wonder Brands is a Latin American startup specialized in partnering with successful digital brands to boost their growth. The implementation of its strategy is achieved by injecting into associated companies a significant investment to exponentially increase working capital, marketing and equipment, as well as providing added value in the areas oftechnology, digital marketing, supply chain and administration. | Series A / Mar 10, 2022 | ||
| Lessly.io is a digital platform that provides solutions to optimize delivery services for businesses. | Seed / Mar 09, 2022 | ||
| SailPlan simplifies the way ships, yachts, and the marine industry collects, processes, and analyzes data. We specialize in providing customized data infrastructure solutions for marine applications that help improve their efficiency, safety, and profitability. | Series A / Mar 03, 2022 | ||
| Leaders in real world data and digital solutions for healthcare and life sciences, with a clear mission to transform patient outcomes. | Series D / Mar 03, 2022 | ||
| Levels develops a health and wellness platform designed to monitor metabolic fitness. The platform tracks blood glucose in real-time, enabling users to optimize their diet and exercise. The company was founded in 2019 and is a remote-first company. | Series A / Feb 13, 2022 | ||
| Fee-Only Financial Advisors in San Francisco, San Rafael, Denver, Omaha, and Lincoln | Series A / Aug 12, 2011 | ||
| Fee-Only Financial Advisors in San Francisco, San Rafael, Denver, Omaha, and Lincoln | Seed / Feb 03, 2010 |
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FAQ
What does William Callahan, CFA invest in?
William Callahan, CFA invests primarily in Software, Financial Services and Finance startups, most often at Series A and Seed stage. Most of the 10 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
What round sizes does William Callahan, CFA invest in?
William Callahan, CFA typically joins rounds of $29M–$38M at Series A. These are whole funding-round sizes, not William Callahan, CFA's own check, which is rarely disclosed: the 10th–90th percentile of the confirmed public funding rounds William Callahan, CFA took part in.
How do I contact William Callahan, CFA?
Public channels for William Callahan, CFA include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
When did William Callahan, CFA last invest?
The most recent investment recorded for William Callahan, CFA closed in Apr 2022. Shizune tracks 10 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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