Affiliates

We partner with these exceptional companies to enhance our services.

William O’Neil Securities is affiliated with William O’Neil + Company, a registered investment advisor providing domestic and international equity research, recommendations, and consulting many of the world’s top institutional money managers. Because of our close relationship, you have access to this 3rd 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.

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.

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 Shanghai Pvt Ltd is a research and information technology company that develops investment research terminals and mobile apps for the Chinese equity investor. WON Shanghai also provides investment tools and education to the Chinese retail investor via the MarketSmith China investment app. WON Shanghai has a large information technology team engaged in new product development and continuous Chinese-language support of William O’Neil + Company’s flagship research tool PANARAY®.

Investor’s Business Daily®, a financial news publication available in print and digitally at investors.com, provides detailed analysis of U.S. stocks based on the CAN SLIM® Investing System developed by its founder William J. O’Neil. It also provides detailed information on mutual funds, ETFs, commodities, and other financial instruments of interest to the individual investor. IBD delivers relevant and timely market updates along with stock lists, charts, and investing education to help the general public.

Founded in 1973, O’Neil Digital Solutions, Incorporated is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the financial services, digital media, healthcare, and transportation industries. O’Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations.