Callahan

A longitudinal institution-level panel of every US credit union, built from Call Report (5300) regulatory filings but materially enhanced with three proprietary layers: (1) a curated executive roster — named key decision-makers per institution, maintained over time; (2) a vendor-partner / installed-base map recording which technology and service suppliers each credit union currently works with; (3) proprietary constructed indices, most notably the Return of the Member (ROM) Index scoring member-derived value, plus FPR and peer-group construction. Around this sit HMDA-based mortgage benchmarking, side-by-side bank comparisons, departmental and month-seasonal dashboard libraries, and AI-generated narrative analysis, with scheduled report delivery.

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Brickroad customers

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Coverage

Universe, instruments and categories.

Industry: Thrifts & Mortgage FinanceFinancial Exchanges & DataApplication Software
Instruments: equities
Categories: ReferenceFundamentalAlternative
Regions: US
Sample tickers: USBKEYTFCONBPNCFNBCATCAMNBBANFSMBC

Dataset card

Type: not stated
Format: Tabular institution-by-period panel (financial ratios, asset-quality, liquidity, productivity and member-engagement measures) joined to structured entity tables for executives and vendor relationships, delivered as formatted reports, curated dashboards, exportable extracts and automated scheduled report runs
Volume: Est. ~4,000 institutions × quarterly call-report observations across a multi-decade archive × several hundred standardised measures, which is modest in rows (single-digit millions of institution-period observations) but unusually rich per institution because of the joined entity layers: named executive rosters and dated vendor-relationship edges per institution, plus HMDA-derived mortgage detail. The relationship graph, not the financial panel, is where the irreplaceable volume and value sit.
Users: N/A as a consumer metric — the product is sold institutionally to credit unions and to suppliers serving them. Coverage is the full US credit-union universe (all 5300 filers, on the order of ~4,000 institutions), while the subscriber base is undisclosed and bounded to low thousands across both customer segments given ~96 employees and ~$15.1M revenue.
History: 20 years
Update frequency: not stated
Growth: Active — dashboard screenshots on the page are dated within the current year, AI-powered narrative analysis and performance projections have been added to a long-standing benchmarking franchise, and the offering is actively segmented into tiered products for two distinct buyer groups (institutions and suppliers). Mature firm, actively extended product.
Launched: The benchmarking franchise is long-established — the firm's organisation record predates 2015 and it has been the recognised credit-union benchmarking authority for well over a decade, so peer benchmarking products date to roughly the early-to-mid 2000s or earlier. The current Peer Suite packaging with AI analytics is a recent re-platforming, est. 2024-2026. Treat these as two dates: franchise origin versus current product generation.
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

supplier index read from their site

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