Transforming Data Into
Powerful Insights
Young man with glasses looking at dataTeam looking at computer screensWilliam O'Neil proprietary model stock chart with a Panaray screen

Innovative and Technology-Focused

Data-Driven Decision Making
At the core of DAI’s operations is the use of data as a strategic asset. Whether it’s equity research, personalized healthcare communications, or algorithmic trading, DAI’s companies rely on deep data analytics and proprietary technology to deliver precise, actionable insights. This commitment ensures clients receive solutions that are not just informed by data — but driven by it.

Proprietary Technologies
DAI affiliates, such as William O’Neil + Co. and O’Neil Global Advisors, leverage proprietary applications and platforms built around the O’Neil Methodology — a systematic, data-based investment strategy. These tools enable institutional clients to screen, analyze, and act on global equity opportunities in real time, integrating machine learning and quantitative modeling.  

Personalized Communications at Scale
O’Neil Digital Solutions is a standout in healthcare and financial services communications, offering highly customized, data-driven content delivery. ONEsuite® is O’Neil Digital Solutions’ proprietary cloud-based platform that enables organizations, especially in highly regulated industries like healthcare and finance, to create, manage, and deliver personalized, data-driven communications at scale. It integrates data processing, content management, and multichannel distribution into a single secure solution, allowing clients to streamline operations, ensure compliance, and enhance customer engagement through bespoke messaging across print, digital, and mobile channels—tailored to individual recipients while meeting strict regulatory standards.

Quantitative and Algorithmic Investing
Through O’Neil Global Advisors and O’Neil Capital Management, DAI embraces artificial intelligence and machine learning to develop cutting-edge investment models. These models analyze massive datasets to identify trends, manage risk, and execute trades with a speed and precision that outpaces traditional strategies. 

Continuous Innovation Culture
Innovation is embedded in DAI’s culture. Our company fosters an entrepreneurial environment that encourages exploration of new technologies, process improvements, and scalable solutions. Teams are empowered to experiment with AI, cloud infrastructure, and automation to keep pace with changing market needs.

A Legacy of Equity Market Leadership

For more than 60 years, our affiliate, William O’Neil + Co., has been a trusted partner to many of the world’s top institutional investors, earning a reputation as a premier provider of stock market research and analysis. With a legacy of delivering innovative, data-driven investment strategies, the firm empowers global money managers to pursue superior portfolio performance with confidence. 

Building on this strong foundation, William O’Neil + Co. continues to push the boundaries of research and technology. Its proprietary PANARAY® platform is a cornerstone of that innovation — integrating decades of market data with powerful analytics to help clients identify leading stocks and make informed, strategic decisions. Our commitment to progress is fueled by deep market expertise, a relentless curiosity for uncovering opportunity, and a client-first mindset that keeps us aligned with the evolving goals of the institutional investment community.