Affiliates

We partner with these exceptional companies to enhance our services.

O’Neil Securities is affiliated with William O’Neil + Company, an SEC-registered investment adviser providing domestic and international equity research, recommendations, and consulting to many of the world’s top institutional money managers. Because of our close relationship, you have access to this third party research from William O’Neil + Company that may create synergies, making your trading desk relationship more robust than simple execution. William O’Neil + Company’s recommendations cover more than 70,000 global equities, funds, and indices and draw on a rich history of more than 50 years of equity research experience using the O’Neil Methodology, a unique combination of technical and fundamental analysis proven over the past half-century to identify outperformers in the market. Digital access to William O’Neil + Company research is available through PANARAY®, the company’s flagship equity research platform for desktop and mobile. William O’Neil + Company also provides a range of high-touch advisory and conference services, all part of its bespoke relationship style.

William O’Neil India Pvt. Ltd. is part of the O’Neil companies, a global group of market researchers and product innovators. The company focuses on individual equities, mutual funds, ETFs and indices across the globe. The William O’Neil India team is passionate about stock market research and the development of services that support all O’Neil brands.

William O’Neil China Pvt Ltd. is a Financial Information Technology Company providing financial services to Chinese investors. The team works closely with clients to provide information services, application services, and advisory services tailored to their market needs while minimizing time to market. William O’Neil China combines the best of our CAN SLIM® investing strategy with market-leading robotechnology to enable quick and independent stock analysis and ideas for our clients and their customers.

O’Neil Capital Management is the O’Neil family office with investment interests in real estate, printing, digital media, newspaper, brokerage, investment advisory, and information technology services. The firm invests in global equities and provides financial guidance and funding for entities under the O’Neil family of businesses.

O’Neil Strategic Capital, LLC makes investments in promising new and developing businesses seeking alternative sources of capital funding. O’Neil Strategic Capital will, in the right circumstances, provide startup financing, expansion financing, or a combination of both. O’Neil Ventures is a source of private equity and is not registered with or regulated by the Securities and Exchange Commission or the Financial Industry Regulatory Authority.

O’Neil Global Advisors, a subsidiary of O’Neil Capital Management, is an investment advisor that develops systematic equity trading strategies using quantitative modeling and algorithms. O’Neil Global Advisors’ data scientists and engineers utilize a data lake containing more than 100 years of stock market information to build proprietary strategies that employ market timing models to identify stocks poised to generate alpha. O’Neil Global Advisors manages the O’Neil Chameleon strategy in the United States, which implements investing decisions based on these market timing strategies and also works with partner companies in India and China to develop strategies that can be tailored to local equity markets.

O’Neil Digital Solutions is an industry leader in data-driven publishing and delivery solutions. The firm offers the latest technology in multi-channel document delivery and marketing communications and offers customers forward-thinking solutions to design, create, print, and distribute client communications.

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