Insights

Asset management audience Independent advisory firm serving leading institutional investment managers with global buy and sell recommendations, customized research, and market advice, indicating a target client base of large asset owners and managers ripe for high-value research partnerships or platform integrations.

PANARAY platform Premier equity research platform PANARAY delivers research with visual market intelligence, suggesting opportunities for tech-enabled information services, data visualization enhancements, or professional services tied to their research workflow.

Technology stack Reliance on cloud and web technologies (AWS, CloudFront, CDN, Nginx) plus modern front-end tooling implies openness to scalable software solutions, security services, and integration partnerships with their research infrastructure.

Global footprint Headquartered in Los Angeles with offices in major finance hubs (New York, Boston, Chicago, San Francisco, London) points to a multinational client reach and potential for regional business development, compliance, and localized support offerings.

Financial scale Revenue in the upper hundreds of millions and a mid-size employee base signals a substantial buying capacity for enterprise-grade services, data subscriptions, and consulting, with room for upsell to additional research, analytics, or cloud-based solutions.

Similar companies to William O'Neil + Co., Inc.

William O'Neil + Co., Inc. Tech Stack

William O'Neil + Co., Inc. uses 8 technology products and services including Amazon Web Services, Amazon CloudFront, Cloudflare CDN, and more. Explore William O'Neil + Co., Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon CloudFront
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Amazon Route 53
    Domain Name Services
  • Microsoft 365
    Email
  • Microsoft Entra ID
    Identity And Access Management
  • Select2
    Javascript Libraries
  • Nginx
    Web Servers

William O'Neil + Co., Inc.'s Email Address Formats

William O'Neil + Co., Inc. uses at least 1 format(s):
William O'Neil + Co., Inc. Email FormatsExamplePercentage
FLast@williamoneil.comJDoe@williamoneil.com
55%
First.Last@williamoneil.comJohn.Doe@williamoneil.com
27%
First@williamoneil.comJohn@williamoneil.com
15%
Last@williamoneil.comDoe@williamoneil.com
3%

Frequently Asked Questions

What is William O'Neil + Co., Inc.'s phone number?

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You can contact William O'Neil + Co., Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is William O'Neil + Co., Inc.'s official website and social media links?

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William O'Neil + Co., Inc.'s official website is williamoneil.com and has social profiles on LinkedIn.

How much revenue does William O'Neil + Co., Inc. generate?

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As of July 2026, William O'Neil + Co., Inc.'s annual revenue is estimated to be $100M - $250M.

What is William O'Neil + Co., Inc.'s SIC code NAICS code?

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William O'Neil + Co., Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does William O'Neil + Co., Inc. have currently?

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As of July 2026, William O'Neil + Co., Inc. has approximately 96 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Vp Institutional Equity And Credit Research Sales At Morningstar: K. N.Owner: T. O.Managing Director: F. A.. Explore William O'Neil + Co., Inc.'s employee directory with LeadIQ.

What industry does William O'Neil + Co., Inc. belong to?

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William O'Neil + Co., Inc. operates in the Financial Services industry.

What technology does William O'Neil + Co., Inc. use?

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William O'Neil + Co., Inc.'s tech stack includes Amazon Web ServicesAmazon CloudFrontCloudflare CDNAmazon Route 53Microsoft 365Microsoft Entra IDSelect2Nginx.

What is William O'Neil + Co., Inc.'s email format?

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William O'Neil + Co., Inc.'s email format typically follows the pattern of FLast@williamoneil.com. Find more William O'Neil + Co., Inc. email formats with LeadIQ.
William O'Neil + Co., Inc. logo

William O'Neil + Co., Inc.

Financial ServicesCalifornia, United States51-200 Employees

William O'Neil + Co., Inc. is an independent advisory firm in the financial services industry that serves institutional investment managers. It provides global buy and sell recommendations, customized independent research, and market advice intended to support portfolio performance. The company produces research on global investing themes and notable equities, analyzed using the O'Neil Methodology, a blended stock-analysis approach refined over more than 50 years. PANARAY, its equity research platform, provides access to research and presents market information through visual displays. Founded in 1963, the firm is headquartered in Los Angeles and maintains offices in New York, Boston, Chicago, San Francisco, and London. Its address is 12655 Beatrice Street, Los Angeles, CA 90066, United States, and the company employs 51-200 people with reported revenue in the range of $100 million to $250 million.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    William O'Neil + Co., Inc.'s revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    William O'Neil + Co., Inc.'s revenue is estimated to be in the range of $100M - $250M

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