Oppenheimer Funds

New York, United States Founded: 1959 • Age: 67 yrs Acquired By Invesco
Diversified investment management services are provided by Oppenheimer Funds.
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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
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    MassMutual

    & 2 more

  • Employee Count
    Employee Count
  • 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

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
May, 2013 Amount Unspecified - Oppenheimer Funds Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Mutual life insurance company
Founded Year Domain Location
Diversified asset management services are offered globally by Invesco.
Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Oppenheimer Funds

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Oppenheimer Funds

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Oppenheimer Funds Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Oppenheimer Funds

Frequently Asked Questions about Oppenheimer Funds

When was Oppenheimer Funds founded?

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

Where is Oppenheimer Funds located?

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

What does Oppenheimer Funds do?

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.

Who are the top competitors of Oppenheimer Funds?

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

Who are Oppenheimer Funds's investors?

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

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