About Oppenheimer Funds
Oppenheimer Funds is a Financial Services company based in New York (United States) founded in 1959, and was acquired by Invesco in September 2018. Diversified investment management services are provided by Oppenheimer Funds. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website oppenheimerfunds.com
- Social LinkedIn X
- Acquired by Invesco (Sep 2018)
- InvestorsMassMutual
& 2 more
- Acquired by
Funding Insights of Oppenheimer Funds
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Oppenheimer Funds with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2013 | Unspecified | – | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mutual life insurance company | 1851 | massmutual.com | Springfield, United States | |
Diversified asset management services are offered globally by Invesco. | invesco.com | Atlanta, United States | ||
| dlkdvc.com |
Investor details for Oppenheimer Funds
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Oppenheimer Funds
601 people are tracked at Oppenheimer Funds (215 in leadership, 11 in board & advisors, 375 in team).
| Name | Role | Group |
|---|---|---|
Graham Bruty | Head Of Global Database, RFP | Leadership |
Adrien Deberghes | Head Of The Fund Office Of The CFO And Administratio | Leadership |
Suzanne Dickson | Head Of Delivery Strategy | Leadership |
Tracy Yeung | Chief Administrative Officer, Asia Pacific | Leadership |
Andrea Raphael | Chief Communications Officer (cco) | Leadership |
Renee Deroko | Head Of Hr, Investments | Leadership |
Paola Lupi | Head Of Southern Europe CRM | Leadership |
Andrew Schlossberg | President & CEO | Leadership |
Blaise Warren | COO, Systematic & Factor Investing | Leadership |
Jordan Krugman | CFO, The Americas | Leadership |
Mike Shiao | Chief Investment Officer | Leadership |
Andrew Lo | Senior MD & CEO, Invesco Asia-Pacific | Leadership |
Shannon Johnston | Senior MD & Chief Information & Operations Officer | Leadership |
Martha Gray | Head Of Distribution Legal EMEA | Leadership |
Matthieu Grosclaude | COO EMEA | Leadership |
Olga Sudvarg | COO, Data | Leadership |
Thinh Nguyen | Head Of Security Architecture & GRC | Leadership |
Carl Garner | Global Head Of Investments Transformation | Leadership |
Tony Wong | Senior MD, Co-Head of Investments | Leadership |
Gary Buxton | Head Of Product EMEA | Leadership |
581 more people are available in the full profile.
Complete people profiles for Oppenheimer Funds
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Oppenheimer Funds
4 dated milestones of Oppenheimer Funds across 59 years, from founding to its latest funding, stage changes and deals.
- Founded Oppenheimer Funds is founded.
- Exit Acquired by MassMutual.
- Funding First funding round.
- Exit Acquired by Invesco.
Competitors of Oppenheimer Funds
Oppenheimer Funds has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Oppenheimer Funds
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- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Oppenheimer Funds
The website of Oppenheimer Funds (oppenheimerfunds.com) receives about 1.8K visits a month.
- Monthly visits1.8K
▲ 8.5% vs previous month
Websites whose visitors overlap most with Oppenheimer Funds. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mfs.com | 100% | 143.9K | #284,782 | View details | |
| franklintempleton.com | 92% | 466.9K | #119,217 | View details | |
| fidelity.com | 92% | 129.5M | #275 | View details | |
| putnam.com | 88% | 69.5K | #514,319 | View details | |
opco.com | opco.com | 86% | #153,564 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 22 similar websites and full traffic analytics for Oppenheimer Funds
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- 22 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Oppenheimer Funds (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Oppenheimer Funds
Complete news archive for Oppenheimer Funds
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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, Guggenheim Partners and Morgan Stanley.
Oppenheimer Funds has 3 investors. Key investors include MassMutual, Dalian KaiDa Venture Capital, and Invesco.
Yes. Oppenheimer Funds was acquired by Invesco in September 2018.