About Oppenheimer
Oppenheimer is a publicly listed company based in New York (United States) founded in 1886. Diversified investment management firm. The company has 3,020 employees. Oppenheimer has completed 1 acquisition, including Brandis Tallman. Its website oppenheimer.com draws about 311 thousand monthly visits. Oppenheimer offers products and services including Wealth Management, Capital Markets, and Investment Banking. Its focus areas include Asset Management and Diversified. Its legal entity is Oppenheimer & Co. Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters New York, United States
- Employees 3,020
- Stage Public
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website oppenheimer.com
- Social LinkedIn X Facebook
- Legal Name Oppenheimer Holdings, Inc.
- Annual Revenue$1.64 B (USD)14.61as on Dec 31, 2025
- Net Profit$148.4 M (USD)107.39as on Dec 31, 2025
- EBITDA$335.49 M (USD)45.21as on Dec 31, 2025
- Employee Count3,020
- Investments & Acquisitions
Products & Services of Oppenheimer
Oppenheimer offers a comprehensive portfolio of products and services, including Wealth Management, Capital Markets, and Investment Banking.
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
264 people are tracked at Oppenheimer (196 in leadership, 68 in team); the tracked headcount is 3,020.
| Name | Role | Group |
|---|---|---|
Anthony Sills | Executive Director - Investment Banking | Leadership |
Madison Maher | Director | Leadership |
William Bird | Managing Director | Leadership |
Elizabeth Coolidge | Managing Director | Leadership |
John Parks | Managing Director & Director of Equity Research | Leadership |
Frank Sanchez Reed | Managing Director | Leadership |
John Hellier | Senior Managing Director | Leadership |
Liberty Ziegahn | Managing Director | Leadership |
Kristin Stephens | Managing Director | Leadership |
Kunal Bhatia | Managing Director | Leadership |
Max Lami | CEO & Head of Investment Banking, EMEA | Leadership |
Yogesh G. Amle | Managing Director, TMT Investment Banking | Leadership |
Adrian Milongi | FIG Investment Banking - Vice-president | Leadership |
Hitesh U. | Business Analyst - Director | Leadership |
Adam Sands | Managing Director - Debt Syndicate & Loan Trading | Leadership |
Henry Capellan | Executive Director - Equity Research Product Management | Leadership |
Todd M. Stone | Managing Director | Leadership |
Vineet Bhalla | Managing Director | Leadership |
Ray Coyne | Executive Director | Leadership |
Ken Wong | Managing Director | Leadership |
244 more people are available in the full profile.
Complete people profiles for Oppenheimer
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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.
- IPO date29 Aug 1986
- Listed onNYSE: OPY
- Listed entityOppenheimer Holdings, Inc.
- Exchange sectorFinance
- ISINUS6837971042
- Share price$106.95 (-4.01% on the day) · 2026-10-13
- Market capitalisation$1.13B
- Price to earnings12.1
- EPS (diluted, trailing year)$8.84
- Dividend yield0.68%
- Volume (last session)117,239
Financials of Oppenheimer
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $1.64B | $148.4M | $335.5M |
| 2024 | $1.43B | $71.6M | $231.0M |
| 2023 | $1.25B | $30.2M | $152.6M |
| 2022 | $1.11B | $32.4M | $103.8M |
| 2021 | $1.39B | $159.0M | $268.6M |
Detailed financial statements for Oppenheimer
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Investments & Acquisitions by Oppenheimer
Oppenheimer has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Brandis Tallman.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Placement agents and brokerage services are offered to financial clients. | brandistallman.com | San Francisco, United States | 2002 | Jun 2020 | •••• |
Complete acquisition details for Oppenheimer
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Timeline of Oppenheimer
3 dated milestones of Oppenheimer across 134 years, from founding to its latest funding, stage changes and deals.
- Founded Oppenheimer is founded.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires Brandis Tallman.
Competitors of Oppenheimer
Oppenheimer has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Oppenheimer
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Web traffic of Oppenheimer
The website of Oppenheimer (oppenheimer.com) receives about 311.4K visits a month and ranks #153,126 among all websites worldwide, #9,520 in Investing.
- Monthly visits311.4K
▼ 4.7% vs previous month
- Unique visitors49.8K
per month
- Global rank#153,126
among all websites
- Category rank#9,520
Finance · Investing
- Bounce rate22%
- Pages per visit3.3
- Average visit4 min 07 sec
- DevicesDesktop 85% · Mobile 15%
Websites whose visitors overlap most with Oppenheimer. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
opco.com | opco.com | 100% | #153,564 | – | |
| marketbeat.com | 78% | 8M | #9,234 | View details | |
| fidelity.com | 76% | 129.5M | #275 | View details | |
mtacommandcenter.com | mtacommandcenter.com | 73% | #349,619 | – | |
| schwab.com | 71% | 94M | #365 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Oppenheimer
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Top companies in Asset Management
3 companies that operate in the same segment as Oppenheimer (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
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.
Oppenheimer has 3,020 employees.
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, Northwestern Mutual and Morgan Stanley.
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.
Oppenheimer operates through Oppenheimer & Co. Inc..
The website of Oppenheimer receives about 311 thousand visits a month and ranks #153,126 among all websites worldwide.