Insights

Global Institutional Focus OFI Institutional Asset Management specializes in serving a diverse set of institutional clients worldwide, including pension plans, foundations, and endowments, indicating a strong demand for comprehensive investment solutions across sectors and geographies.

Technology Utilization The company employs a robust tech stack incorporating SAP, Oracle, and Google Workspace, suggesting openness to digital transformation and potential opportunities to introduce advanced financial technology or cybersecurity solutions.

Growth Potential With revenue estimated between 1 million to 10 million dollars and a relatively small team of 51-200 employees, OFI presents a growth opportunity for scalable financial services, analytics, and client engagement tools tailored to expanding asset management firms.

Market Positioning As a subsidiary of OppenheimerFunds with a disciplined investment approach, OFI is positioned within a competitive landscape of large asset managers like BlackRock and Vanguard, creating opportunities for partnerships or niche service offerings that support institutional excellence.

Client Service Needs Given its focus on meeting specific client needs and its institutional expertise, there is potential demand for consulting, compliance, and performance analytics services to enhance client satisfaction and operational efficiency.

OFI Institutional Asset Management Tech Stack

OFI Institutional Asset Management uses 8 technology products and services including SAP, Bentley, Google Workspace, and more. Explore OFI Institutional Asset Management's tech stack below.

SAP

Customer Relationship Management

Bentley

Design

Google Workspace

Oracle

Enterprise

ISO/IEC 27001

Governance, Risk And Compliance

SAP Maintenance, Repair, and Overhaul

Operations

Quickbase

Project Management

Google

Search Engines

OFI Institutional Asset Management Email Formats	Example	Percentage
FLast@ofii.com	JDoe@ofii.com	50%
FLast@ofii.com	JDoe@ofii.com	50%

OFI Institutional Asset Management Email Formats

Example

Percentage

FLast@ofii.com

JDoe@ofii.com

50%

FLast@ofii.com

JDoe@ofii.com

50%

Frequently Asked Questions

What is OFI Institutional Asset Management's phone number?

You can contact OFI Institutional Asset Management's main corporate office by phone at

+1-888-673-****

. 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 OFI Institutional Asset Management's official website and social media links?

OFI Institutional Asset Management's official website is ofii.com and has social profiles on LinkedIn.

What is OFI Institutional Asset Management's NAICS code?

OFI Institutional Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does OFI Institutional Asset Management have currently?

As of December 2025, OFI Institutional Asset Management has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Research Analyst Senior: E. B.Global Business Development: R. M.. Explore OFI Institutional Asset Management's employee directory with LeadIQ.

What industry does OFI Institutional Asset Management belong to?

OFI Institutional Asset Management operates in the Financial Services industry.

What technology does OFI Institutional Asset Management use?

OFI Institutional Asset Management's tech stack includes SAPBentleyGoogle WorkspaceOracleISO/IEC 27001SAP Maintenance, Repair, and OverhaulQuickbaseGoogle.

What is OFI Institutional Asset Management's email format?

OFI Institutional Asset Management's email format typically follows the pattern of FLast@ofii.com. Find more OFI Institutional Asset Management email formats with LeadIQ.

OFI Institutional Asset Management

Q: What technology does OFI Institutional Asset Management use?

OFI Institutional Asset Management's tech stack includes Oracle, Google, Quickbase, Microsoft, Google Workspace.

Financial ServicesUnited States51-200 Employees

OFI Institutional Asset Management offers institutional investors a wide range
of domestic equity, global equity, fixed income and alternative investment
solutions. Our growing client base spans the globe and includes defined benefit
plans, defined contribution plans, endowments, foundations, Taft-Hartley funds
and sub-advisory relationships.

As a wholly owned subsidiary of OppenheimerFunds, Inc., we leverage the 
well-established tradition of investment excellence from our parent organization.

Our culture is rooted in discipline and institutional expertise, and we are
dedicated to meeting the distinct needs of each of our clients.

Insights

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