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O’Neil Capital Management is a private company and family office with investment interests in asset management, real estate, printing, digital media, brokerage, investment advisory, and information technology services. Its investments and businesses are managed through wholly owned subsidiaries.
O’Neil Strategic Capital, LLC makes investments in promising new and developing businesses seeking alternative sources of capital funding. O’Neil Strategic Capital will, in the right circumstances, provide startup financing, expansion financing, or a combination of both. O’Neil Strategic Capital 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.
Founded in 1963, William O’Neil Securities is a broker/dealer providing trading services to institutional clients, including pension funds, mutual funds, hedge funds, insurance companies, and corporations. The firm’s mission is to assist its clients in maximizing their performance through its trading expertise and providing the anonymity its clients expect. The firm’s trading desk offers expertise in domestically traded companies on the NYSE and NASDAQ exchanges. With trading desks in New York, Boston, and San Francisco, William O’Neil Securities is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority.
William O’Neil + Company is an SEC registered Investment Adviser providing U.S. and international equity research recommendations to many of the world’s top institutional fund managers. William O’Neil + Company’s recommendations draw from a rich history of more than 55 years of equity research experience using the O’Neil Methodology, a unique combination of fundamental and technical analysis proven over the past half-century to identify outperformers in the stock market. William O’Neil + Company developers and analysts conceptualize, model, and integrate unique quantitative research discoveries into William O’Neil + Company’s historic database and PANARAY® research platform. William O’Neil + Company is regulated by the Securities and Exchange Commission, The Financial Conduct Authority, and the State of California.
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.
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® .
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® .
O’Neil Global Advisors (OGA) is an SEC-registered investment advisor that specializes in fundamental, quantitative, and technical investment strategies for global equity markets. OGA uses proprietary technical and fundamental factors and research techniques that we have found to be statistically significant and predictive of future price movements to manage long-only and long/short portfolios for clients.
O’Neil Capital Management India is in the process of alternative investment fund (AIF) registration. It develops systematic equity trading strategies based on quantitative modeling and algorithms. The company’s 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. It also works with U.S. partner O’Neil Global Advisors to develop global trading strategies that are customized to India’s unique local markets.
William O’Neil Investment Management Shanghai is a private fund management (PFM) license holder that develops systematic equity trading strategies based on quantitative modeling and algorithms. The company’s 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. It also works with U.S. partner O’Neil Global Advisors to develop global trading strategies that are customized to China’s unique local markets.