Insights

Niche Market Focus O'Brien Greene & Co. specializes in personalized investment management for high-net-worth individuals, families, and institutional clients such as trusts and endowments, indicating opportunities to offer tailored financial solutions and boutique advisory services.

Stable Financials With an estimated revenue ranging from 10 to 25 million dollars and managing approximately 400 million dollars in assets, the company demonstrates financial stability and growth potential, making it a viable target for premium investment products and technology upgrades.

Limited Scale, Personalized Service As a small firm with fewer than 10 employees, O'Brien Greene & Co. offers high-touch, personalized client attention, which presents opportunities for providers of client engagement platforms, CRM enhancements, or exclusive service innovations.

Tech Stack Insights Utilizing a mix of common web technologies including WordPress and Google Fonts, there is potential to introduce advanced fintech integrations, data analytics tools, or cybersecurity solutions to improve operational efficiency and client security.

Growth and Expansion Potential Operating in a competitive investment management sector with larger firms like Deloitte and KPMG, there's scope to differentiate through innovative digital marketing, client onboarding platforms, or strategic partnerships to enhance market reach and service offerings.

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O'Brien Greene & Co. Tech Stack

O'Brien Greene & Co. uses 8 technology products and services including Google Hosted Libraries, WordPress, Open Graph, and more. Explore O'Brien Greene & Co.'s tech stack below.

Google Hosted Libraries
Content Delivery Network
WordPress
Content Management System
Open Graph
Content Management System
Google Fonts API
Font Scripts
Sentry
Issue Trackers
jQuery
Javascript Libraries
Priority Hints
Performance
Jetpack
Web Platform Extensions

Media & News

O'Brien Greene & Co.'s Email Address Formats

O'Brien Greene & Co. uses at least 1 format(s):

O'Brien Greene & Co. Email Formats	Example	Percentage
FLast@obriengreene.com	JDoe@obriengreene.com	43%
First.Last@obriengreene.com	John.Doe@obriengreene.com	7%
FLast@obriengreene.com	JDoe@obriengreene.com	43%
First.Last@obriengreene.com	John.Doe@obriengreene.com	7%

Frequently Asked Questions

Where is O'Brien Greene & Co.'s headquarters located?

O'Brien Greene & Co.'s main headquarters is located at 218 West State Street Media, Pennsylvania 19063 United States. The company has employees across 1 continents, including North America.

What is O'Brien Greene & Co.'s phone number?

You can contact O'Brien Greene & Co.'s main corporate office by phone at

+1-610-891-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is O'Brien Greene & Co.'s official website and social media links?

O'Brien Greene & Co.'s official website is obriengreene.com and has social profiles on LinkedIn.

How much revenue does O'Brien Greene & Co. generate?

As of February 2026, O'Brien Greene & Co.'s annual revenue is estimated to be $753K.

What is O'Brien Greene & Co.'s SIC code NAICS code?

O'Brien Greene & Co.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does O'Brien Greene & Co. have currently?

As of February 2026, O'Brien Greene & Co. has approximately 4 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: E. O.President And Ceo: M. O.President & Chief Investment Officer: M. O.. Explore O'Brien Greene & Co.'s employee directory with LeadIQ.

What industry does O'Brien Greene & Co. belong to?

O'Brien Greene & Co. operates in the Investment Management industry.

What technology does O'Brien Greene & Co. use?

O'Brien Greene & Co.'s tech stack includes Google Hosted LibrariesWordPressOpen GraphGoogle Fonts APISentryjQueryPriority HintsJetpack.

What is O'Brien Greene & Co.'s email format?

O'Brien Greene & Co.'s email format typically follows the pattern of FLast@obriengreene.com. Find more O'Brien Greene & Co. email formats with LeadIQ.

When was O'Brien Greene & Co. founded?

O'Brien Greene & Co. was founded in 1969.

O'Brien Greene & Co.

Q: What is O'Brien Greene & Co.'s official website and social media links?

O'Brien Greene & Co.'s official website is obriengreene.com. O'Brien Greene & Co. has social profiles on LinkedIn.

Q: How many employees does O'Brien Greene & Co. have currently?

O'Brien Greene & Co. has approximately 4 employees.

Q: What technology does O'Brien Greene & Co. use?

O'Brien Greene & Co.'s tech stack includes Babel, WordPress, Wix eCommerce, X-Content-Type-Options, X-XSS-Protection.

Investment ManagementPennsylvania, United States2-10 Employees

Since 1969, the investment advisory firm of O’Brien Greene & Co. has provided independent investment management to a diverse clientele. Individuals, families, trusts, and retirement plans make up the majority of our clients, though we have also served insurance companies, charitable endowments, credit unions, and banks. 

Our philosophy is straightforward: we seek the preservation and growth of capital through good and bad markets. The firm manages approximately $400 million in separate account portfolios of individual stocks and bonds, as well as a small-cap stock limited partnership. Each client receives an unusually high level of personal attention.