Insights

Fundraising Momentum OGA launched three funds in early 2020 and is led by veterans from a family office, signaling growth potential and a track record that can be leveraged to secure new investment dollars from family offices and institutional-type investors.

Quantitative Edge The firm emphasizes algorithmic strategies based on proprietary quantitative factor research, presenting an opportunity to cross-sell data services, research subscriptions, or risk analytics tools to enhance client investment processes.

Regulatory Alignment As an SEC Registered Investment Adviser with a data-driven approach, OGA warrants emphasis on compliance, reporting, and governance solutions that appeal to sophisticated regulators and institutional stakeholders.

Tech Stack Synergy Utilizing AWS, Route 53, OpenAI, Wiz and other technologies indicates a modern tech footprint; potential sales angles include cloud infrastructure optimization, AI/ML integration, security tooling, and identity/access management enhancements.

Growth Profile With 11-50 employees and mid-market revenue in the tens of millions, OGA sits in a size band open to scalable services, advisory platforms, and selective partnerships that can accelerate fund operations, marketing, and client onboarding.

Similar companies to O'Neil Global Advisors

O'Neil Global Advisors Tech Stack

O'Neil Global Advisors uses 8 technology products and services including Amazon Web Services, Amazon Route 53, Microsoft 365, and more. Explore O'Neil Global Advisors's tech stack below.

  • Cloud Hosting
  • Amazon Route 53
    Domain Name Services
  • Generative Ai
  • Wiz
    Security
  • X-XSS-Protection
    Security
  • Adobe Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts

O'Neil Global Advisors's Email Address Formats

O'Neil Global Advisors uses at least 1 email format:
O'Neil Global Advisors Email FormatsExamplePercentage
First.Last@oneilglobaladvisors.comJohn.Doe@oneilglobaladvisors.com
100%

Frequently Asked Questions

What is O'Neil Global Advisors's official website and social media links?

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O'Neil Global Advisors's official website is oneilglobaladvisors.com and has social profiles on LinkedIn.

How much revenue does O'Neil Global Advisors generate?

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As of September 2026, O'Neil Global Advisors's annual revenue is estimated to be $10M - $25M.

What is O'Neil Global Advisors's NAICS code?

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O'Neil Global Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does O'Neil Global Advisors have currently?

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As of September 2026, O'Neil Global Advisors has approximately 24 employees across 1 continents, including North America. Key team members include Data Scientist Ii: K. P. and Quantitative Analyst Ii: T. M. Explore O'Neil Global Advisors's employee directory with LeadIQ.

What industry does O'Neil Global Advisors belong to?

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O'Neil Global Advisors operates in the Financial Services industry.

What technology does O'Neil Global Advisors use?

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O'Neil Global Advisors's tech stack includes Amazon Web Services, Amazon Route 53, Microsoft 365, OpenAI, Wiz, X-XSS-Protection, Adobe Tag Manager and Adobe Fonts.

What is O'Neil Global Advisors's email format?

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O'Neil Global Advisors's email format typically follows the pattern of First.Last@oneilglobaladvisors.com. Find more O'Neil Global Advisors email formats with LeadIQ.
O'Neil Global Advisors logo

O'Neil Global Advisors

Financial ServicesCalifornia, United States11-50 Employees

O’Neil Global Advisors (OGA) is a Los Angeles–based financial services firm serving as an SEC Registered Investment Adviser. Founded in 2019 and led by personnel from O’Neil Capital Management, the family office established by William J. O’Neil, OGA develops algorithmic investment strategies grounded in proprietary quantitative factor research. The company’s focus centers on applying a data-driven methodology to build systematic approaches for asset management, aiming to provide structured, factor-based investment insights. In 2020, OGA launched three funds, reflecting an initiative to expand its instrument set for qualified investors while leveraging the established disciplined investing approach associated with the O’Neil lineage.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    O'Neil Global Advisors's revenue is estimated to be in the range of $10M - $25M

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