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O'Neil

Can a records and information management platform become the global operational backbone for physical records centers while expanding its digital communications footprint in regulated industries?

Founded1973
HQLos Angeles, CA, USA
Total raised$7.78M (PPP debt)
Latest roundDebt - PPP
IndustryVertical SaaS / Records & Information Management
The story

O'Neil Digital Solutions (founded 1973) provides technology-driven marketing communications services for healthcare, banking, insurance, and investment management industries, specializing in complex data transformation and end-to-end business process optimization. A related but distinct entity, O'Neil Software, Inc. (founded 1981), operates as a cloud-based records and information management (RIM) platform serving over 1,000 locations across 102 countries. The two entities share branding heritage but serve different market segments — O'Neil Digital in marketing/communications services, O'Neil Software in operational RIM software. Neither entity has pursued significant embedded finance beyond payment processing infrastructure necessary for its SaaS billing.

Last 12 months
Product timeline
1973
O'Neil Digital Solutions founded as a marketing communications and data services company.· pivot
1981
O'Neil Software, Inc. established as a separate entity focused on records and information management software.· pivot
The stack
1 layer disclosed in O'Neil’s embedded-finance stack
Payments / PSP
Adyen
Accounting gap: none