Oppenheimer

New York, United States Founded: 1886 • Age: 140 yrs
Diversified investment management firm
Annual revenue $1.6B Latest available
Total funding - Funding intelligence
Employees 3020 Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Oppenheimer Holdings, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $1.64 B (USD)
    14.6
    as on Dec 31, 2025
  • Net Profit
    $148.4 M (USD)
    107.39
    as on Dec 31, 2025
  • EBITDA
    $231.03 M (USD)
    51.42
    as on Dec 31, 2024
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • 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.

Product name locked
Category locked
Primary

Personalized planning and investment solutions for individuals and families.

Product name locked
Category locked
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Expertise in equities, fixed income, and outsourced trading for institutions.

Product name locked
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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

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Detailed funding history for Oppenheimer

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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Verified entity values are shown only after access is granted.

Investments & Acquisitions by Oppenheimer

Oppenheimer has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Brandis Tallman.

Investments
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Investment portfolio details for Oppenheimer

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Placement agents and brokerage services are offered to financial clients.
Locked Locked 2002 Locked
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Complete acquisition details for Oppenheimer

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Financial Statements - Oppenheimer

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Detailed financials for Oppenheimer

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Oppenheimer Comparisons

Oppenheimer Primary company
Description
Diversified investment management firm
Location
New York, United States
Founded Year
1886
Annual Revenue
$1.64 B (USD)
Net Profit
$148.4 M (USD)
EBITDA
$231.03 M (USD)
Employees
3,020
As of 2024
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Peer comparison for Oppenheimer

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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.

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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Northwestern Mutual is engaged in financial planning and insurance services.
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Asset management and investment advisory services are provided to clients.
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Oppenheimer

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Latest news on Oppenheimer

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Complete news archive for Oppenheimer

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Frequently Asked Questions about Oppenheimer

Oppenheimer was founded in 1886.

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

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

Annual revenue of Oppenheimer is $1.64B as on Dec 31, 2025.

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.

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

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

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

Oppenheimer has made 1 acquisition, including Brandis Tallman.

The ticker symbol of Oppenheimer is OPY on NYSE.

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