Oppenheimer Funds

New York, United States Founded: 1959 • Age: 67 yrs Acquired By Invesco
Diversified investment management services are provided by Oppenheimer Funds.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About Oppenheimer Funds

Oppenheimer Funds is a company based in New York (United States) founded in 1959 was acquired by Invesco in September 2018. Oppenheimer Funds operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.

  • Headquarter New York, United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    MassMutual

    & 2 more

  • Employee Count
    Not available
  • Acquired by
    Invesco

    & 1 more

    (Sep 21, 2018)

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People of Oppenheimer Funds

Headcount 5000-10000
Employee Profiles 590
Board Members and Advisors 11
Employee Profiles
People
Graham Bruty
Head Of Global Database, RFP
People
Anthony di Iorio
Senior Associate, Corporate Development
People
Bella Yuxin Wang
Senior Research Analyst
People
Adrien Deberghes
Head Of The Fund Office Of The CFO And Administratio

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Board Members and Advisors
people
G. Richard Wagoner
Non-Executive Director
people
Joseph R. Canion
Non-Executive Director
people
Phoebe A. Wood
Non-Executive Director
people
Sarah E. Beshar
Non-Executive Director

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Funding Insights of Oppenheimer Funds

Investors in Oppenheimer Funds

Oppenheimer Funds has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include MassMutual, Dalian KaiDa Venture Capital and Invesco.

All
Institutional
Investor Description Founded Year Domain Location
Mutual life insurance company
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Diversified asset management services are offered globally by Invesco.
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Investor details for Oppenheimer Funds

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Oppenheimer Funds

Investments
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Investment portfolio details for Oppenheimer Funds

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Oppenheimer Funds

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Detailed financials for Oppenheimer Funds

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  • Profit trends
  • Statement rows
  • Financial ratios

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Oppenheimer Funds Comparisons

Oppenheimer Funds Primary company
Description
Diversified investment management services are provided by O...
Location
New York, United States
Founded Year
1959
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Oppenheimer Funds

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Oppenheimer Funds

Oppenheimer Funds operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Wealth management solutions are delivered for asset managers.
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Detailed competitors of Oppenheimer Funds

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Oppenheimer Funds

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Complete news archive for Oppenheimer Funds

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Oppenheimer Funds

Oppenheimer Funds was founded in 1959 and raised its 1st funding round 54 years after it was founded.

Oppenheimer Funds is headquartered in New York, United States. It is registered at New York, New York, United States.

Oppenheimer Funds was established in 1959 in New York, United States, as a diversified investment management firm. Various asset classes are managed through mutual funds and other vehicles. Operations are centered on portfolio strategies for institutional and individual investors. Services include asset allocation and risk management, with oversight from the financial sector. The firms domain, oppenheimerfunds.com, supports client access to resources and performance data.

Oppenheimer Funds's top competitors include Fidelity Investments, Investec and S&P Global.

Oppenheimer Funds has 3 investors. Key investors include MassMutual, Dalian KaiDa Venture Capital, and Invesco.

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