Oppenheimer & Co. is a middle-market investment bank and full-service broker-dealer that offers a wide range of financial services to high-net-worth individuals, businesses, and institutional clients. Established in 1881 and headquartered in New York, the firm provides brokerage services for both exchange-traded and over-the-counter securities, as well as money market instruments, options, futures contracts, and municipal bonds. Its wealth management services encompass financial planning, asset management, and discretionary portfolio management. Oppenheimer also engages in investment banking activities, offering strategic advisory services, capital markets products, and support for mergers and acquisitions. Additional services include institutional equity and fixed income trading, research, and proprietary trading. The company serves a diverse clientele, including corporate executives, public and private businesses, and domestic and international investors, positioning itself as a comprehensive financial services provider in the Americas, Europe, the Middle East, and Asia.
GreenCrest Capital was a prominent advisory firm specializing in liquidity solutions for private companies and their shareholders. The firm focused on various sectors, including social media, online advertising, e-commerce, consumer cloud services, and software. By offering tailored research and advisory services, GreenCrest Capital facilitated financial transactions and supported the growth of private firms. As of November 21, 2013, the firm was acquired by Oppenheimer & Co.