# Oppenheimer & Co. Inc.

> Oppenheimer & Co. Inc. is a New York broker-dealer and investment adviser serving individuals, families, companies, institutions and municipalities. A principal subsidiary of publicly traded Oppenheimer Holdings Inc., it combines personal wealth advice with securities trading, research, capital raising and M&A advisory, with a particular focus on emerging-growth and middle-market businesses.

- **Founded:** 1881
- **Headquarters:** New York, United States
- **Founders:** William Fahnestock (Founder of predecessor Fahnestock & Co. (1881), per the firm’s anniversary history), Max E. Oppenheimer (Founder of namesake Oppenheimer & Co. (1950))
- **Products:** Wealth management and brokerage, Investment banking, Capital markets, Public finance, Investment solutions
- **Notable:** Parent consolidated revenue reached $1.638071 billion in 2025., Year-end 2025 group assets under management reached $55.2 billion., The 2025 annual report states investment banking advised on over $38 billion of transaction volume across more than 100 deals.

## Products & services

- **Wealth management and brokerage** — Financial planning, securities transactions, retirement and wealth-transfer strategies for individuals, families and executives. Brokerage and advisory accounts have different fees and service obligations.
- **Investment banking** — Equity and debt capital raising, mergers and acquisitions, restructuring and fund placement, focused on emerging-growth and middle-market companies.
- **Capital markets** — Institutional equity and fixed-income research, sales, trading and execution.
- **Public finance** — Municipal underwriting and financing services for public-sector and other eligible issuers.
- **Investment solutions** — Through affiliate Oppenheimer Asset Management, asset allocation, manager research, portfolio construction and access to traditional and alternative investments.
- **Family Office Solutions** — Coordination of investments, reporting, family governance, liquidity events and estate planning, with external specialists where appropriate. Oppenheimer and affiliates do not provide legal or tax advice.
- **Investor Gateway** — InvestCloud-powered onboarding platform announced in March 2022, including account opening and a shared document vault.

## Achievements

- Parent consolidated revenue reached $1.638071 billion in 2025.
- Year-end 2025 group assets under management reached $55.2 billion.
- The 2025 annual report states investment banking advised on over $38 billion of transaction volume across more than 100 deals.
- Public Finance reported participation in 890 transactions totaling over $49 billion in 2025; participation volume is not company revenue.

## Latest updates

- **2026-10** — On October 7, the firm reported acting as exclusive financial adviser to AMG Brands on its merger with Lornamead Products, a transaction valued at approximately $279 million.
- **2026-07** — Parent Q2 revenue increased 21.9% to $454.9 million; first-half reported net income was $6.8 million. Results included a $70 million first-quarter pre-tax cash-sweep litigation settlement accrual and share-price-linked compensation charges.
- **2026-06** — The company revised its customer relationship summary and brokerage disclosure guide on June 15, 2026.
- **2025-05** — Robert S. Lowenthal became President and CEO following the May 5 annual meeting; Albert G. Lowenthal moved to Executive Chairman of Oppenheimer & Co.

## Links

- Website: https://oppenheimer.com
- LinkedIn: https://www.linkedin.com/company/oppenheimer/
- Twitter/X: https://twitter.com/oppenheimer
- Facebook: https://www.facebook.com/oppenheimerco

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Profile page: https://yespress.io/oppenheimer-and-co-inc
Published by YesPress — https://yespress.io
Last updated: 2026-10-23