Oppenheimer

New York, United States Founded: 1886 • Age: 140 yrs
Diversified investment management firm
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About Oppenheimer

Oppenheimer is a company based in New York (United States) founded in 1886.. The company has 3,020 employees as of December 31, 2024. Oppenheimer has completed 1 acquisition, including Brandis Tallman. Oppenheimer offers products and services including Wealth Management, Capital Markets, and Investment Banking. Oppenheimer operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others.

  • Headquarter New York, United States
  • Employees 3020 as on 31 Dec, 2024
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Oppenheimer Holdings, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $1.43 B
    14.47
    as on Dec 31, 2024
  • Net Profit
    $71.56 M
    137.11
    as on Dec 31, 2024
  • EBITDA
    $231.03 M
    51.42
    as on Dec 31, 2024
  • Latest Funding Round
  • Investors
  • Employee Count
    3020

    as on Dec 31, 2024

  • Investments & Acquisitions
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IPO & Listings of Oppenheimer

Oppenheimer is a publicly listed company on the NYSE with ticker symbol OPY in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: NYSE · Ticker: OPY . Sector: Finance · USA

Products & Services of Oppenheimer

Oppenheimer offers a comprehensive portfolio of products and services, including Wealth Management, Capital Markets, and Investment Banking. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Personalized planning and investment solutions for individuals and families.

Expertise in equities, fixed income, and outsourced trading for institutions.

Strategic advice for mergers, acquisitions, and capital raising.

People of Oppenheimer
Headcount 1000-5000
Employee Profiles 261
Employee Profiles
People
John Hellier
Senior Managing Director, Equities
People
Max Lami
CEO & Head of Investment Banking, EMEA
People
Christopher Glynn
Equity Analyst, Industrials
People
Yogesh G. Amle
Managing Director, TMT Investment Banking

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Funding Insights of Oppenheimer

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

Investments & Acquisitions by Oppenheimer

Oppenheimer has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Brandis Tallman. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Placement agents and brokerage services are offered to financial clients.
2002
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Oppenheimer

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 Comparisons

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Competitors of Oppenheimer

Oppenheimer 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, Northwestern Mutual and Guggenheim Partners, 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
Northwestern Mutual is engaged in financial planning and insurance services.
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
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

Frequently Asked Questions about Oppenheimer

When was Oppenheimer founded?

Oppenheimer was founded in 1886.

Where is Oppenheimer located?

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

How many employees does Oppenheimer have?

As of Dec 31, 2024, the latest employee count at Oppenheimer is 3,020.

What is the annual revenue of Oppenheimer?

Annual revenue of Oppenheimer is $1.43B as on Dec 31, 2024.

What does Oppenheimer do?

The firm was established in 1886 in New York, United States, and operates within the financial services sector. Investment management activities are diversified across asset classes, with operations centered on client portfolios and advisory roles. Services encompass equity research, investment banking, and strategic direction, supported by a team of managing directors. Headquarters remain in New York, serving institutional and individual investors across the region.

Who are the top competitors of Oppenheimer?

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

What products or services does Oppenheimer offer?

Oppenheimer offers Wealth Management, Capital Markets, and Investment Banking.

Is Oppenheimer publicly traded?

Yes, Oppenheimer is publicly traded on NYSE under the ticker symbol OPY.

How many acquisitions has Oppenheimer made?

Oppenheimer has made 1 acquisition, including Brandis Tallman.

What is Oppenheimer's ticker symbol?

The ticker symbol of Oppenheimer is OPY on NYSE.

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