What is William O'Neil + Co., Inc.'s NAICS code?

William O'Neil + Co., Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Institutional Focus Independent advisory firm serving leading institutional investment managers with global buy/sell recommendations and customized independent research, presenting a strong foundation for expanding enterprise data services, analytics, or platform integrations aimed at wealth and asset managers.

O'Neil Methodology Proprietary research framework blended over five decades and the PANARAY equity research platform indicate opportunities to cross-sell data analytics, visualization tools, and research workflow enhancements to enhance portfolio decision support for clients.

Tech Enablement Heavy reliance on cloud and web technologies (AWS stack, CDN, routing, and modern identity) suggests openness to security, compliance, and cloud optimization offerings as well as managed services to maintain uptime and data integrity.

Global Footprint Headquartered in Los Angeles with multiple U.S. and London offices points to potential for regional sales motions, localized content, regulatory translations, and multi-region support partnerships.

Financial scale Revenue in the mid hundreds of millions with 51-200 employees signals mid-market potential for high-touch enterprise solutions, risk/compliance services, and scalable subscription or licensing models tailored to asset managers.

Similar companies to William O'Neil + Co., Inc.

CFRA Research
216$500M - $1B

William O'Neil + Co., Inc. Tech Stack

William O'Neil + Co., Inc. uses 8 technology products and services including SAP SuccessFactors, Amazon Web Services, Adobe Experience Cloud, and more. Explore William O'Neil + Co., Inc.'s tech stack below.

SAP SuccessFactors
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Adobe Experience Cloud
Data Management Platforms
Microsoft 365
Email
Microsoft Entra ID
Identity And Access Management
Cisco
Network Hardware
Microsoft Defender
Security
Microsoft Sentinel
Security

William O'Neil + Co., Inc.'s Email Address Formats

William O'Neil + Co., Inc. uses at least 4 email formats:

William O'Neil + Co., Inc. Email Formats	Example	Percentage
FLast@williamoneil.com	JDoe@williamoneil.com	55%
First.Last@williamoneil.com	John.Doe@williamoneil.com	28%
First@williamoneil.com	John@williamoneil.com	14%
Last@williamoneil.com	Doe@williamoneil.com	3%

Frequently Asked Questions

What is William O'Neil + Co., Inc.'s phone number?

You can contact William O'Neil + Co., Inc.'s main corporate office by phone at

+1-310-448-****

. 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 William O'Neil + Co., Inc.'s official website and social media links?

William O'Neil + Co., Inc.'s official website is williamoneil.com and has social profiles on LinkedIn.

How much revenue does William O'Neil + Co., Inc. generate?

As of September 2026, William O'Neil + Co., Inc.'s annual revenue is estimated to be $100M - $250M.

What is William O'Neil + Co., Inc.'s SIC code and NAICS code?

William O'Neil + Co., Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does William O'Neil + Co., Inc. have currently?

As of September 2026, William O'Neil + Co., Inc. has approximately 100 employees across 4 continents, including North America, Asia and Europe. Key team members include Vp Institutional Equity And Credit Research Sales At Morningstar: K. N., Managing Director: F. A. and Managing Director: T. M. Explore William O'Neil + Co., Inc.'s employee directory with LeadIQ.

What industry does William O'Neil + Co., Inc. belong to?

William O'Neil + Co., Inc. operates in the Financial Services industry.

What technology does William O'Neil + Co., Inc. use?

William O'Neil + Co., Inc.'s tech stack includes SAP SuccessFactors, Amazon Web Services, Adobe Experience Cloud, Microsoft 365, Microsoft Entra ID, Cisco, Microsoft Defender and Microsoft Sentinel.

What is William O'Neil + Co., Inc.'s email format?

William O'Neil + Co., Inc.'s email format typically follows the pattern of FLast@williamoneil.com. Find more William O'Neil + Co., Inc. email formats with LeadIQ.

When was William O'Neil + Co., Inc. founded?

William O'Neil + Co., Inc. was founded in 1963.

William O'Neil + Co., Inc.

Q: How many employees does William O'Neil + Co., Inc. have currently?

William O'Neil + Co., Inc. has approximately 100 employees.

Q: What technology does William O'Neil + Co., Inc. use?

William O'Neil + Co., Inc.'s tech stack includes Adobe Experience Cloud, WordPress, ScrollReveal, SiteCatalyst, Amazon CloudFront.

Financial ServicesCalifornia, United States51-200 Employees

William O'Neil + Co., Inc. is an independent advisory firm in the financial services industry that serves institutional investment managers. It provides global buy and sell recommendations, customized independent research, and market advice intended to support portfolio performance. The company produces research on global investing themes and notable equities, analyzed using the O'Neil Methodology, a blended stock-analysis approach refined over more than 50 years. PANARAY, its equity research platform, provides access to research and presents market information through visual displays. Founded in 1963, the firm is headquartered in Los Angeles and maintains offices in New York, Boston, Chicago, San Francisco, and London. Its address is 12655 Beatrice Street, Los Angeles, CA 90066, United States, and the company employs 51-200 people with reported revenue in the range of $100 million to $250 million.