Callahan & Associates

What Callahan & Associates does

Callahan & Associates is a privately held, Washington, D.C.-based professional services and data analytics firm founded in 1985 by Ed Callahan that serves exclusively the U.S. credit union industry. The company provides performance benchmarking, strategic advisory, executive leadership development, and community development services to credit unions, credit union suppliers, and league associations, led by President & CEO Jon Jeffreys.

Its core technology is the Peer Suite platform, a tiered subscription product (Plus, Premium, Express, and a free Profiles tier) built on 40 years of proprietary credit union 5300 Call Report data. Peer Suite encompasses Peer-to-Peer for custom trended peer analysis with an Excel plug-in and Upload Data Tool, CUAnalyzer for key ratio analysis and quarterly progress tracking, and MortgageAnalyzer for HMDA-based mortgage market analysis. Quarterly marketing lists covering all U.S. credit unions, including vendor relationships and key executive roles, are a flagship data asset. The broader portfolio includes the Policy Exchange collaborative document repository, the CreditUnions.com industry media portal, the Member Engagement & Financial Wellbeing Consortium (with Gallup), the Disruptive Strategy course (with Harvard Business School Online, delivered to 355 leaders), CEO/Aspiring CEO Leadership Circles, Executive Roundtables, webinars, the annual Purpose Symposium, and the Strategic Growth Framework authored by CEO Jon Jeffreys.

Callahan generates revenue through annual Peer Suite subscriptions, professional services and consulting engagements, executive learning programs, supplier programs with advertising and Platinum Supplier tiers, and events. The company made two strategic acquisitions — CU Strategic Planning in April 2024 (CDFI certification, grant-writing, and compliance) and Quantum Governance, L3C in January 2026 (governance consulting) — and operates as an independent, privately held corporation with no disclosed institutional ownership.

Name

Callahan & Associates

Legal name

Callahan & Associates, Inc.

Website

http://www.callahan.com/

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Callahan & Associates is a 40-year-old, Washington, D.C.-based data analytics and consulting firm that provides Peer Suite benchmarking, strategic advisory, and executive education exclusively to U.S. credit unions and their suppliers.

Ownership category

akta.pro rank

Product category

Credit Union Consulting & Analytics

NAICS

Software Publishers (513210), Credit Bureaus (561450)

SIC

Services-Management Consulting Services (8742), Services-Membership Organizations (8600)

akta.pro primary industry

Credit Education, Monitoring & Consumer Credit Management Tools (FSAKAKAJ)

Keywords

• Credit union consulting
• Performance benchmarking
• Data analytics platform
• Executive education programs
• Peer comparison analysis

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Peer Suite Subscriptions: Subscription-based access to performance benchmarking and data analytics platforms for credit unions and suppliers, with multiple tier levels (Plus, Premium, Express, Profiles).
2. Consulting Services: Strategic advisory and consulting engagements for credit union leadership, including board consultations and custom analysis.
3. Executive Learning Programs: Team-based leadership development including CEO Leadership Circle, Aspiring CEO Leadership Circle, Executive Team Learning Programs, and Disruptive Strategy course in partnership with Harvard Business School Online.
4. Supplier Programs: Performance measurement subscriptions and advertising programs for companies that serve credit unions, including Platinum Supplier tier with Buyer's Guide listing.
5. Events and Webinars: Revenue from webinars, Executive Roundtables, Peer Suite Workshops, and Purpose Symposium events for credit union professionals.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Callahan & Associates provides subscription-based performance benchmarking, data analytics, and consulting services exclusively to the credit union industry. Its flagship product, Peer Suite, delivers credit union financial performance analysis, peer comparison tools, and prospecting research, complemented by executive learning programs, strategic advisory consulting, and supplier programs serving companies that sell to credit unions.

Product overview

Callahan & Associates offers a unified platform-plus-modules portfolio centered around Peer Suite, a comprehensive data and analytics solution for credit union performance measurement. The core Peer Suite platform includes multiple access tiers (Profiles as free entry level, Express, Premium, and Plus as higher tiers) providing performance benchmarking, peer analysis, and prospecting research capabilities. Supporting modules within the ecosystem include Peer-to-Peer for custom trended analysis, CUAnalyzer for key ratio analysis, and MortgageAnalyzer for mortgage production insights. The company supplements its technology platform with professional services including Consulting, Executive Roundtables, Webinars (with 20+ live events annually plus on-demand library), and training programs such as the Harvard Business School Online Disruptive Strategy course. The Member Engagement & Financial Wellbeing Consortium (partnered with Gallup) provides a multi-year transformation program. Additional offerings include Policy Exchange (document repository), the CreditUnions.com industry platform, Purpose Symposium event, and the Strategic Growth Framework with companion assessment tool. Callahan operates primarily as a B2B service provider to credit unions, with no public API offerings identified.

Differentiator

Problem solved

Functional benefit

Brands

• Peer Suite: Performance measurement analytic solutions platform for credit union benchmarking and performance analysis, available in Express, Premium, Plus, and Profiles tiers.
• CU Profiles
• Member Engagement & Financial Wellbeing Consortium
• CreditUnions.com

Products and services

• Peer Suite Callahan's flagship data and analytics platform consolidating performance benchmarking tools for credit unions and suppliers, with access levels ranging from a free Profiles tier up to the full Plus tier for advanced analytics and prospecting research.
• Peer-to-Peer Custom trended peer benchmarking tool that lets credit unions build custom tables, graphs, and displays using 5300 Call Report data, with an Excel plug-in and Upload Data Tool for non-interest income analysis.
• CUAnalyzer Detailed ratio analysis tool with definitions of key credit union performance ratios, goal-setting capability, and pre-built performance packets by department.
• MortgageAnalyzer Mortgage market analysis tool built on HMDA data, enabling credit unions to compare mortgage production and trends against credit unions, banks, mortgage CUSOs, and other lenders in their geographic area.
• CU Profiles Free entry-level tier within Peer Suite providing every credit union with clear, credible performance data and peer context through ready-to-use reports and plain-language insights.
• Policy Exchange Collaborative repository of credit union policy and procedure documentation, allowing subscribers to download unlimited documents and contribute their own under a shared license.
• Consulting Services Strategic advisory engagements for credit union leadership and boards covering performance measurement, growth and risk navigation, leadership development, and community development.
• Webinars Live and archived executive webinars providing professional development for credit union leadership teams, including quarterly Trendwatch industry overviews, client case studies, and partnership content.
• Executive Roundtables In-person collaborative discussions and networking sessions for executive core disciplines held at U.S. metro locations throughout the year, exclusive to Callahan credit union clients with four seats included per subscription.
• Leadership Circle Programs Executive team learning programs including the Aspiring CEO Leadership Circle and CEO Leadership Circle designed for credit union leadership development.
• Disruptive Strategy for Organizations 12-week course delivered in collaboration with Harvard Business School Online equipping credit union leadership teams with frameworks to address market disruptors through online modules, team huddles, and in-person capstone sessions.
• Member Engagement & Financial Wellbeing Consortium Multi-year transformation program developed in partnership with Gallup that helps credit unions measure member financial wellbeing, act on the data, and build stronger member relationships that fuel growth.
• Purpose Symposium Annual symposium focused on purpose-driven strategy for credit union leaders, supporting long-term, purpose-aligned growth.
• CreditUnions.com Industry portal operated by Callahan featuring credit union news, research, webinars, and industry resources.
• Strategic Growth Framework Strategic model introduced by Jon Jeffreys designed to spark lasting momentum by empowering employees, engaging members, and amplifying stakeholder impact, accompanied by a companion assessment tool and book.
• Callahan Report Assistance Retained analyst time allowance of 20 hours per subscription year for in-depth training, custom query and report building, or automation assistance for credit union subscribers.
• Supplier Programs & Platinum Supplier Subscription and advertising programs serving companies that sell to credit unions, including Express, Premium, and Plus data analytics tiers plus Platinum Supplier benefits and Buyer's Guide listings.

Quantifiable outcome

• Member perception scores among consortium participants are 2.5x higher than industry standard and 430% better than banks

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Five partnerships are on record, tiered core and minor.

• CU Strategic PlanningcoreStrategic or Co-development Partner · 23 April 2024Strategic alliance announced April 23, 2024 combining both organizations' strengths to empower credit unions to make meaningful impact on members and communities. CU Strategic Planning operates as a Callahan company, with Jon Jeffreys as CEO and Stacy Augustine as President. CU Strategic Planning is the No. 1 CDFI certification, grant-writing and compliance firm for credit unions in the country, having secured and managed compliance for $945 million in US Treasury CDFI grants.
• GallupcoreStrategic or Co-development PartnerPartnership for the Member Engagement & Financial Wellbeing Consortium - a multi-year transformation program combining Gallup's research in human behavior with Callahan's credit union expertise. Program helps credit unions measure what matters and build stronger member relationships that fuel growth.
• AlacritiminorGTM or Marketing PartnerJoint webinar partnership to examine how Request for Pay (RfP) technology benefits credit unions. Alacriti provides RfP technology and partnered with Callahan to host educational webinar on real-time payment capabilities.
• Harvard Business School OnlinecoreStrategic or Co-development PartnerCollaboration to deliver 'Disruptive Strategy For Organizations' course to credit union leadership teams. Callahan has delivered this course to 355 credit union leaders. Course includes academic framework, case studies, and Callahan's outside perspective for sustainable business impact.
• Quantum Governance, L3CminorStrategic or Co-development PartnerAcquisition announced January 8, 2026. Quantum Governance is a nationally recognized consulting firm specializing in governance and strategy. Combined to advance credit union governance through Callahan's existing consulting capabilities.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Filene Research Institute: A credit-union-focused research and innovation think tank. Filene is the closest comparable to Callahan in terms of credit-union-only research depth, benchmarking work, and convening of credit-union leadership, although it operates as a nonprofit rather than a for-profit.
• Capital Performance Group: Consulting firm specializing in credit unions and community banks on strategic planning, performance benchmarking, and risk. Directly comparable to Callahan's consulting and analytics practice for credit union leadership teams.
• Cornerstone Advisors: Management consulting and research firm serving banks and credit unions on strategy, performance, and technology. Comparable to Callahan in its data-driven benchmarking and executive advisory offering, with overlap in performance analytics for community financial institutions.
• Bancography: Retail banking and credit union strategy, branding, and market research firm. Comparable to Callahan in its data-driven strategic advisory and market analysis services tailored to community financial institutions.

Broad incumbents

• TruStage (CUNA Mutual Group): Insurance, lending, and technology provider owned by and serving the credit union system. Comparable to Callahan as a credit-union-exclusive commercial platform, though it operates at substantially larger scale and broader scope.
• Credit Union National Association (CUNA): The primary national trade association for the U.S. credit union industry. CUNA is comparable to Callahan as a category-defining information, advocacy, and member-service provider to credit unions, though it operates as a membership association rather than a commercial vendor.
• America's Credit Unions (formerly NAFCU): National trade association serving federally chartered credit unions. Comparable to Callahan in its research and benchmarking publications and in serving as a primary information resource for credit union executives.
• Raddon (a Fiserv company): Research and analytics provider for financial institutions, owned by Fiserv. Comparable to Callahan in benchmarking and customer research, though it serves a broader bank/credit union mix and benefits from Fiserv's scale.
• Velera (formerly PSCU + Co-op Solutions): Credit-union-owned payments and technology CUSO serving the majority of U.S. credit unions. Comparable to Callahan as a deeply embedded credit-union ecosystem vendor, though focused on payments and processing rather than analytics and consulting.

Emerging players

• DDJ Myers: Consulting firm focused on executive leadership development and succession planning for credit unions. Comparable to Callahan in serving credit union leadership through advisory and learning programs, though narrower in scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/callahan-&-associates?trk=biz-companies-cym
• Xx.com/callahanassoc
• Facebookfacebook.com/callahan-associates-526367550880287

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Callahan & Associates