Insights

Innovative Index Offerings O'Shares Investments specializes in creating rules-based indexes focused on quality metrics such as profitability and strong balance sheets, catering to investors seeking long-term wealth preservation, income, or growth. This positions the company as a valuable partner for firms looking to integrate quality-focused investment products into their offerings.

Recent Product Expansion The recent launch of the Swan Enhanced Dividend Income Strategy indicates O'Shares' active development in dividend-focused investment solutions, presenting sales opportunities with financial advisors and institutional clients interested in income-generating strategies.

Tech-Enabled Platform Utilizing a modern tech stack including WordPress, Cloudflare, and Elementor, O'Shares demonstrates a digital presence that supports direct engagement and outreach, making it easier for sales teams to connect and provide customized solutions.

Flexible Investment Models While not offering direct index investments, O'Shares ETFs track their indexes, providing collaboration opportunities with financial advisors and fund managers who seek quality-driven ETF products to enhance client portfolios.

Growth and Market Position Operating in a space with multiple large asset managers, O'Shares' niche focus on rules-based, quality-driven indexes and recent product launches present a promising avenue for partnerships, especially with clients aiming to differentiate their offerings with innovative, quality metrics.

O'Shares Investments Tech Stack

O'Shares Investments uses 8 technology products and services including WordPress, Cloudflare, Open Graph, and more. Explore O'Shares Investments's tech stack below.

  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Swiper
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Elementor
    Page Builders

O'Shares Investments's Email Address Formats

O'Shares Investments uses at least 1 format(s):
O'Shares Investments Email FormatsExamplePercentage
FLast@oshares.comJDoe@oshares.com
50%
FLast@oshares.comJDoe@oshares.com
50%

Frequently Asked Questions

Where is O'Shares Investments's headquarters located?

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O'Shares Investments's main headquarters is located at 60 State Street Boston, Massachusetts 02109 United States. The company has employees across 2 continents, including North AmericaAsia.

What is O'Shares Investments's official website and social media links?

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O'Shares Investments's official website is oshares.com and has social profiles on LinkedIn.

What is O'Shares Investments's SIC code NAICS code?

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O'Shares Investments's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does O'Shares Investments have currently?

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As of February 2026, O'Shares Investments has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Chairman: J. C.Director, Research And Product Strategy: C. M.Director, Data Analytics: M. H.. Explore O'Shares Investments's employee directory with LeadIQ.

What industry does O'Shares Investments belong to?

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O'Shares Investments operates in the Financial Services industry.

What technology does O'Shares Investments use?

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O'Shares Investments's tech stack includes WordPressCloudflareOpen GraphoEmbedSwiperjQueryimagesLoadedElementor.

What is O'Shares Investments's email format?

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O'Shares Investments's email format typically follows the pattern of FLast@oshares.com. Find more O'Shares Investments email formats with LeadIQ.

O'Shares Investments

Financial ServicesMassachusetts, United States2-10 Employees

O’Shares Investments provides innovative indexes for long-term wealth management, with an emphasis on quality. The O’Shares indexes are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. Each O’Shares index reflects our rules-based investment philosophy, including quality as an important characteristic. Our measures of quality include profitability, cash earnings, and strong balance sheets, aiming to serve investors by keeping investing simple, straight forward and easy to understand.
It is not possible to invest directly in an index. There are exchange traded funds that track the performance of O’Shares Indexes.  O’Shares Investments does not endorse, sell, promote, or manage any investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index.

Section iconCompany Overview

Headquarters
60 State Street Boston, Massachusetts 02109 United States
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M

    O'Shares Investments's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    O'Shares Investments's revenue is estimated to be in the range of $1M

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