Over 60 Years

Our company has been at the forefront of data intelligence, leveraging technology to transform raw information into performance-driven outcomes for our clients.

A Global Leader

We specialize in collecting, refining, and analyzing complex datasets to drive strategic decision-making and operational efficiency.

Deep-rooted Legacy in Innovation

We provide the expertise and infrastructure necessary to support a dynamic family of business-to-business companies operating in financial services, healthcare, customer communications management (CCM) and customer experience management (CXM).

Our Companies

As the parent company, we provide strategic guidance and direction to a family of globally recognized affiliate brands that are redefining how businesses leverage information, technology, and solutions to meet their performance goals. Our affiliates operate at the forefront of their industries, delivering cutting-edge expertise in global equity markets, financial services, healthcare, customer communications management (CCM), and customer experience management (CXM).

Our Leadership

W. Scott O'Neil

Chairman
Data Analysis Inc.

Alan Grottle

Global Chief Financial Officer
Data Analysis Inc.

Carolyn Koenig

Chief Human Resources Officer
Data Analysis Inc.

Richard Scott

Chief Legal Officer
Data Analysis Inc.

Steven L. Birch

Chief Strategy Officer
Data Analysis Inc.

Chief Executive Officer
O'Neil Global Advisors

David Blanton

Chief Executive Officer
O'Neil Digital Solutions

Greg Jannetta

Chief Executive Officer

William O'Neil + Co. &
William O'Neil Securities

Anupam Singhi

President
William O'Neil India

James Wu

Chief Executive Officer
William O'Neil China

Daniel Schlegel

Chief Information Officer
Data Analysis Inc.

Our Values

Our values serve as the foundation for the culture of our firms, guiding decision-making, shaping behaviors, and ensuring long-term success. They define how employees interact with one another, how our leaders lead, and how the organization engages with clients and stakeholders. Our values help create a shared sense of purpose, fostering trust, accountability, and a commitment to excellence across all levels of the company.

Our Legacy: William J. O'Neil

William J. O'Neil was our founder, launching numerous companies aimed at helping organizations (and individuals) succeed. He was a highly influential investor, stockbroker, and entrepreneur well known for founding Investor’s Business Daily (IBD) and developing the O'Neil Methodology (CAN SLIM™) investment strategy. As a pioneer in financial research and technology, he was one of the first to leverage computerized data analysis to study stock market trends, revolutionizing how investors approached trading. He made a significant impact on the world of finance by combining data-driven analysis with disciplined trading techniques. Read more >

William J. O'Neil standing in front of computers and copiers, technology