Insights

Tax-Optimization Demand OSAM emphasizes tax-aware investing and Canvas platform to optimize portfolios, presenting a sales opportunity to position tax-efficient solutions and advisor-centric software integrations for tax management and client customization.

SMA and Canvas Focus With decades of systematic investing and SMA implementation through Canvas, there is potential to offer advanced portfolio construction, ongoing rebalancing services, and seamless integration for RIAs seeking scalable, personalized client portfolios.

Franklin Templeton Backing As a Franklin Templeton company, OSAM benefits from a strong corporate backing, suggesting potential cross-sell opportunities with broader asset management capabilities and credibility to win larger advisor partnerships.

Growing Asset Footprint Revenue in the range of 100M-250M and ongoing ETF/holding investments indicate growth momentum; target opportunities could include expanding advisory relationships, premium analytics, and additional product coverage to deepen wallet share.

Tech-Driven Advisory Canvas and a tech-forward stack (SQL, Python, automation tools) point to opportunities around advisor tech enablement, data integration, and automated reporting to improve efficiency and client outcomes.

O'Shaughnessy Asset Management Tech Stack

O'Shaughnessy Asset Management uses 8 technology products and services including Open Graph, Adobe Experience Cloud, Mimecast, and more. Explore O'Shaughnessy Asset Management's tech stack below.

Open Graph

Content Management System

Adobe Experience Cloud

Data Management Platforms

Email Security

Generative Ai

Network Hardware

Platform As A Service

Miro

Team Collaboration

Bootstrap

UI Frameworks

O'Shaughnessy Asset Management Email Formats	Example	Percentage
First.Last@osam.com	John.Doe@osam.com	76%
FLast@osam.com	JDoe@osam.com	11%
Last@osam.com	Doe@osam.com	9%
First@osam.com	John@osam.com	4%

O'Shaughnessy Asset Management Email Formats

Example

Percentage

First.Last@osam.com

John.Doe@osam.com

76%

FLast@osam.com

JDoe@osam.com

11%

Last@osam.com

Doe@osam.com

First@osam.com

John@osam.com

Frequently Asked Questions

What is O'Shaughnessy Asset Management's phone number?

You can contact O'Shaughnessy Asset Management's main corporate office by phone at

+1-203-324-****

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

O'Shaughnessy Asset Management's official website is osam.com and has social profiles on LinkedIn.

How much revenue does O'Shaughnessy Asset Management generate?

As of August 2026, O'Shaughnessy Asset Management's annual revenue is estimated to be $100M - $250M.

What is O'Shaughnessy Asset Management's NAICS code?

O'Shaughnessy Asset Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does O'Shaughnessy Asset Management have currently?

As of August 2026, O'Shaughnessy Asset Management has approximately 107 employees across 1 continents, including North America. Key team members include Chief Of Staff: K. S., Chairman And Chief Executive Officer: J. O. and Principal – Co-Head Of Investment Management And Chief Investment Strategist: E. S. Explore O'Shaughnessy Asset Management's employee directory with LeadIQ.

What industry does O'Shaughnessy Asset Management belong to?

O'Shaughnessy Asset Management operates in the Investment Management industry.

What technology does O'Shaughnessy Asset Management use?

O'Shaughnessy Asset Management's tech stack includes Open Graph, Adobe Experience Cloud, Mimecast, OpenAI, Cisco, Microsoft Azure, Miro and Bootstrap.

What is O'Shaughnessy Asset Management's email format?

O'Shaughnessy Asset Management's email format typically follows the pattern of First.Last@osam.com. Find more O'Shaughnessy Asset Management email formats with LeadIQ.

When was O'Shaughnessy Asset Management founded?

O'Shaughnessy Asset Management was founded in 2007.

O'Shaughnessy Asset Management

Q: What technology does O'Shaughnessy Asset Management use?

O'Shaughnessy Asset Management's tech stack includes Python, jQuery UI, Adobe Experience Cloud, Google Tag Manager, jQuery CDN.

Q: What is O'Shaughnessy Asset Management's NAICS code?

O'Shaughnessy Asset Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementConnecticut, United States51-200 Employees

O'Shaughnessy Asset Management (OSAM) operates in the investment management industry and is based in Stamford, Connecticut. The firm integrates research, software, and tax-aware investing to develop factor-based investment strategies and personalized portfolios through its Canvas platform. OSAM emphasizes systematic investing and separately managed account (SMA) implementation, enabling advisors to construct tax-optimized portfolios aligned with clients’ goals and values while saving time and increasing control. The company serves financial advisors and their clients, addressing the need for nuanced, tax-efficient, goal-driven portfolio construction. Located in the greater New York metropolitan area, OSAM positions itself as a technology-enabled asset manager that combines quantitative research with personalized portfolio solutions for tax optimization and customization.

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