Affiliates

William O’Neil + Company is part of a family of businesses dedicated to providing industry-leading customer service and information to our clients. A commitment to excellence prevails throughout our affiliate firms, which include:

O'Neil Capital Management

O’Neil Capital Management Incorporated, the O’Neil family office, has investment interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The firm invests in global equities and provides financial guidance and funding for entities under the O’Neil family of businesses.

O'Neil Global Advisors

O’Neil Global Advisors, a subsidiary of O’Neil Capital Management, is an investment advisor that develops systematic equity trading strategies using quantitative modeling and algorithms. O’Neil Global Advisors’ data scientists and engineers utilize a data lake containing more than 100 years of stock market information to build proprietary strategies that employ market timing models to identify stocks poised to generate alpha. O’Neil Global Advisors manages the O’Neil Chameleon strategy in the United States, which implements investing decisions based on these market timing strategies and also works with partner companies in India and China to develop strategies that can be tailored to local equity markets.

William O'Neil Securities

Founded in 1963, William O’Neil Securities, is a broker/dealer providing trading services to institutional clients, including pension and mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through the firm’s trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise on domestically-traded companies on the NYSE, AMEX, and NASDAQ exchanges. With trading desks in New York, Boston, Chicago, and San Francisco, William O’Neil Securities is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.

William O'Neil India

William O’Neil India Pvt Ltd is a Registered Investment Adviser regulated by the Securities and Exchange Board of India. WON India collects and analyzes corporate financial data of more 70,000 global equities with a team of experienced equity analysts who provide research recommendations to a worldwide client base. WON India also provides investment tools and education to the Indian retail investor via the MarketSmith India investment app. WON India has a large Information Technology team engaged in new product development and continuous support of William O’Neil + Company’s flagship research tool PANARAY®.

William O'Neil China

William O’Neil Shanghai Pvt Ltd is a research and information technology company that develops investment research terminals and mobile apps for the Chinese equity investor. WON Shanghai also provides investment tools and education to the Chinese retail investor via the MarketSmith China investment app. WON Shanghai has a large information technology team engaged in new product development and continuous Chinese-language support of William O’Neil + Company’s flagship research tool PANARAY®.

O'Neil Digital Solutions

Founded in 1973, O’Neil Digital Solutions, Incorporated is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the financial services, digital media, healthcare, and transportation industries. O’Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations.

O'Neil Ventures LLC

O’Neil Ventures LLC makes investments in promising new and developing businesses seeking alternative sources of capital funding. O’Neil Ventures will, in the right circumstances, provide startup financing, expansion financing, or a combination of both. O’Neil Ventures is a source of private equity and is not registered with or regulated by the Securities and Exchange Commission or the Financial Industry Regulatory Authority.