Oppenheimer Holdings Inc.: Business Overview, Financials & Competitive Analysis
Oppenheimer Holdings Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). Oppenheimer benefits from favorable market conditions and mid-market strength, but exposure to economic cycles and competition from larger rivals temper upside potential. Oppenheimer posted record 2025 results with $1.64B revenue and strong segment growth, particularly in wealth management advisory fees (up 14.9%) and investment banking activity. However, as a.
What is Oppenheimer Holdings Inc.'s industry? Oppenheimer Holdings Inc. (oppenheimer.com) operates in Investment Banking & Financial Services. AskCyborg classifies Oppenheimer Holdings Inc. under Investment Banking & Financial Services in its company registry.
Oppenheimer Holdings is a middle-market investment bank and full-service broker-dealer operating globally since 1881. The firm provides comprehensive financial services spanning wealth management, capital markets, and...
Cyborg Score thesis
Oppenheimer benefits from favorable market conditions and mid-market strength, but exposure to economic cycles and competition...
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Get Current Report FreeOppenheimer Holdings Inc. Overview
Pro stress-test →Oppenheimer Holdings is a middle-market investment bank and full-service broker-dealer operating globally since 1881. The firm provides comprehensive financial services spanning wealth management, capital markets, and investment banking to high-net-worth individuals, corporations, and institutions.
Strategic Profile
Pro stress-test →Oppenheimer is positioned as a premier middle-market player with diversified revenue streams across wealth management ($1.04B segment revenue in 2025), investment banking, and institutional trading. The firm demonstrated strong momentum in 2025 with record advisory fees, tripled underwriting activity, and positioning for improving M&A and IPO markets in 2026.
Competitive Landscape
Pro stress-test →Oppenheimer competes in the crowded investment banking and wealth management space against larger bulge-bracket firms (Goldman Sachs, Morgan Stanley, JPMorgan) and boutique competitors (Lazard, PJT Partners, Evercore). The firm differentiates through deep mid-market expertise, municipal finance leadership, and integrated wealth management capabilities that appeal to regional clients.
Industry Context
Oppenheimer Holdings Inc. operates in Investment Banking & Financial Services.
Key facts
Founded: 1881 · Headquarters: New York, New York · Employees: 3,018 · Revenue: $1.64B · Market cap: $0.78B