Data Analysis Incorporated

Investment Research & Analytics Softwaredaicompanies.com

Data Analysis Incorporated is the parent of the O'Neil family of private firms, providing strategic direction to affiliates that deliver equity research, quantitative investing, and cloud-based customer communications management to institutional investors and regulated enterprises globally.

Company typePrivate
Founded1963
HeadquartersLos Angeles, United States
Headcount101–250
GTM typeB2B
OfferingSoftware

What Data Analysis Incorporated does

Data Analysis Incorporated (DAI), founded in 1963 by William J. O'Neil, is a privately held parent company that provides strategic direction, shared services, and oversight to a family of wholly-owned affiliates operating in equity markets, financial services, healthcare communications, and customer experience management. Headquartered in Los Angeles, DAI maintains wholly-owned operating subsidiaries including William O'Neil + Co. (institutional equity research and the CAN SLIM methodology), William O'Neil Securities (securities trading), O'Neil Capital Management and O'Neil Global Advisors (quantitative and AI-driven investment management), and O'Neil Digital Solutions (customer communications management via the ONEsuite platform), with regional entities in India and China and offices across the US, UK, Bangalore, and Shanghai. The company employs 101-250 people and serves institutional investors, banks, wealth managers, insurers, retirement service providers, and healthcare organizations.

DAI's product portfolio is anchored by three proprietary technology assets: ONEsuite, a cloud-based CCM and CXM platform that integrates data processing, content management, and multichannel distribution to deliver personalized, compliant communications at scale across print, digital, and mobile channels; PANARAY, an analytics platform that integrates decades of proprietary market data for stock screening and decision support; and the CAN SLIM investment methodology, a systematic data-based equity selection framework underlying the research and quantitative products. DAI reports that AI and machine learning are embedded across these platforms and operations for predictive analytics, recommendation generation, anomaly detection, process automation, and personalized content delivery.

DAI's business model operates through its affiliate brands selling directly to enterprise and institutional customers via direct sales relationships, with no disclosed external pricing. Revenue is not publicly disclosed; the company is privately held within the O'Neil family with no PE or public-market backing. Marketing relies primarily on the corporate website, industry events and sponsorships (including ITC Vegas, BNN Bloomberg, CNBC-TV18 appearances), and earned media. Notable customer wins include a 2024 partnership with Ascensus, in which O'Neil Digital Solutions deployed ONEsuite to support over 7 million tax-advantaged savings accounts. DAI received Energage's 2025 Top Workplace Culture Excellence Award for its Monroe, NC operations.

Data Analysis Incorporated firmographics

Firmographics

Name: Data Analysis Incorporated
Legal name: Data Analysis Inc.
Website: https://daicompanies.com
Company type: Private
Founded year: 1963
Operating status: Operating
Headcount range: 101–250 employees
Short description: Data Analysis Incorporated is the parent of the O'Neil family of private firms, providing strategic direction to affiliates that deliver equity research, quantitative investing, and cloud-based customer communications management to institutional investors and regulated enterprises globally.
Ownership category
akta.pro rank

Data Analysis Incorporated industry classification

Industry

Product category: Investment Research & Analytics Software
NAICS: Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
SIC: Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro primary industry: Alternative Data & Data Science Analytics (FSACAGAI)
akta.pro secondary industries: Data Platform (Unified Data & Analytics) Suites (HDAEABAD), Data Analytics & Business Intelligence Services (BPAHALAC)

Keywords

Equity market research
Customer communications management
Investment analytics software
Quantitative investing
Securities trading services

Where Data Analysis Incorporated is headquartered

Location

Headquarters

HQ city: Los Angeles
HQ country: United States
HQ region: North America

Markets served

Data Analysis Incorporated business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels4 records

Data Analysis Incorporated product offering

Product offering

Core offering

Data Analysis Incorporated operates as a parent company providing strategic direction and shared services to affiliate brands delivering proprietary platforms and expertise across institutional equity research, quantitative investing, customer communications management, and securities trading. Core offerings include the ONEsuite cloud-based CCM/CX platform for personalized, data-driven communications in healthcare and financial services; the PANARAY analytics platform integrating decades of market data for institutional investors; and investment management services built on the trademarked CAN SLIM methodology.

Product overview

Data Analysis Incorporated (DAI) operates as a parent company providing strategic guidance to a family of affiliate brands that deliver cutting-edge expertise in global equity markets, financial services, healthcare, customer communications management (CCM), and customer experience management (CXM). The portfolio consists of a platform-plus-modules architecture centered on proprietary technologies: ONEsuite serves as the core CCM/CXM platform enabling personalized, data-driven communications at scale for healthcare and financial services; PANARAY is the flagship analytics platform integrating decades of market data for equity research and trading decisions; the O'Neil Methodology (CAN SLIM) is the foundational systematic investment strategy underlying William O'Neil + Co.'s research and O'Neil Global Advisors' quantitative models. These are supported by affiliated sub-brands (William O'Neil + Co. for stock research, O'Neil Digital Solutions for customer communications, O'Neil Capital Management and O'Neil Global Advisors for quantitative investing, William O'Neil Securities for securities trading) that leverage shared data assets and technology infrastructure.

Differentiator

Problem solved

Functional benefit

Brands

ONEsuite: Proprietary cloud-based platform by O'Neil Digital Solutions that enables organizations to create, manage, and deliver personalized, data-driven communications at scale for healthcare and financial services
PANARAY

Products and services

ONEsuite Proprietary cloud-based customer communications management (CCM) and customer experience management (CXM) platform that integrates data processing, content management, and multichannel distribution into a single secure solution, enabling organizations in healthcare and financial services to create, manage, and deliver personalized, data-driven communications at scale across print, digital, and mobile channels.
PANARAY Proprietary analytics platform by William O'Neil + Co. that integrates decades of market data with powerful analytics to help institutional clients identify leading stocks and make informed, strategic decisions.
William O'Neil + Co. Stock Research Premier provider of stock market research and analysis with over 60 years of legacy, delivering innovative, data-driven investment strategies that empower global money managers to pursue superior portfolio performance.
O'Neil Global Advisors Quantitative and algorithmic investing affiliate that embraces artificial intelligence and machine learning to develop cutting-edge investment models analyzing massive datasets to identify trends, manage risk, and execute trades with speed and precision for institutional clients.
O'Neil Capital Management Investment management affiliate leveraging AI and machine learning to develop investment models that analyze massive datasets to identify trends, manage risk, and execute trades for capital management clients.
O'Neil Digital Solutions Affiliate delivering highly customized, data-driven customer communications and content delivery solutions for healthcare and financial services organizations through the proprietary ONEsuite platform.
William O'Neil Securities Securities firm affiliate operating at the forefront of the securities industry, supporting institutional equity markets and providing trading services.

Quantifiable outcome

Supporting over 7 million 529 education savings, ABLE, and state-facilitated retirement program accounts for Ascensus

Companies that use Data Analysis Incorporated

Customer profile

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Data Analysis Incorporated technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature3 records

Data Analysis Incorporated partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Data Analysis Incorporated competitors and assessment

Company assessment

Direct peers

Morningstar: Morningstar offers investment research, ratings, and portfolio analytics to institutional and retail investors. Comparable to DAI's equity-research franchise, including stock analytics and methodology-driven investing signals.
FactSet Research Systems: FactSet provides institutional investors with financial data, analytics, and workflow tools. It is a direct comparable to William O'Neil + Co.'s equity research and PANARAY analytics platform, both targeting asset managers with data-driven decision support.
Smart Communications (Smarts): Smart Communications is a customer communications management (CCM) platform used by regulated industries including financial services and insurance. Directly comparable to O'Neil Digital Solutions' ONEsuite CCM/CXM platform.
Messagepoint: Messagepoint provides CCM software for highly regulated industries, enabling personalized customer communications. Competes head-to-head with ONEsuite in the healthcare and financial-services CCM market.

Broad incumbents

Bloomberg L.P. Bloomberg provides financial data, news, analytics, and trading tools to global capital markets participants. A broad incumbent competing with DAI's research, analytics, and securities-trading affiliates across the entire institutional workflow.
S&P Global Market Intelligence: S&P Global offers data, research, and analytics across multi-asset class investing and corporate markets. Overlaps with DAI's equity research, quant models, and data-analytics offerings at a much larger scale.
MSCI Inc. MSCI provides indexes, portfolio analytics, and ESG data to institutional investors. Comparable to the analytics and methodology-driven investing products at O'Neil + Co. and O'Neil Global Advisors.
OpenText Corporation: OpenText is a large information-management software vendor with CCM/experience products serving regulated enterprises. A broad incumbent competitor to O'Neil Digital Solutions' ONEsuite platform.

Others

Two Sigma Investments: Two Sigma is a quantitative investment firm using large-scale data, AI, and engineering to drive investment decisions. Adjacent to O'Neil Global Advisors' and O'Neil Capital Management's ML-driven quant investing franchise.
Palantir Technologies: Palantir provides data integration and analytics platforms used by enterprises in financial services, healthcare, and government. Adjacent to DAI's ONEsuite and PANARAY cloud data platforms serving regulated industries.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

Data Analysis Incorporated financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Data Analysis Incorporated leadership team

Management profile

Number of profiles

Profiles10 records

Data Analysis Incorporated subsidiaries and ownership

Company hierarchy

Subsidiaries7 records

Data Analysis Incorporated funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Data Analysis Incorporated M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Data Analysis Incorporated

What does Data Analysis Incorporated do?

Is Data Analysis Incorporated a public or private company?

Data Analysis Incorporated is a private company. It is classified as family owned and is currently operating.

When was Data Analysis Incorporated founded?

Data Analysis Incorporated was founded in 1963. It employs 101 to 250 people.

Where is Data Analysis Incorporated based?

Data Analysis Incorporated is headquartered in Los Angeles, United States, in the North America region.

Who are Data Analysis Incorporated's main competitors?

Direct peers on record are Morningstar, FactSet Research Systems, Smart Communications (Smarts) and Messagepoint. Broad incumbents are Bloomberg L.P., S&P Global Market Intelligence, MSCI Inc. and OpenText Corporation. Others are Two Sigma Investments and Palantir Technologies.

Does Data Analysis Incorporated have an API?

No public API is recorded for Data Analysis Incorporated.

What industry is Data Analysis Incorporated in?

Data Analysis Incorporated's product category is Investment Research & Analytics Software. Its primary akta.pro industry code is FSACAGAI, Alternative Data & Data Science Analytics, with a secondary code of HDAEABAD, Data Platform (Unified Data & Analytics) Suites. Its NAICS code is 523940 and its SIC code is 6282.