| 1899-10-10 |
Founded: October 10, 1899 (Meiji 32) |
| 1923-04 |
Founded Okasan Shoten in Tsu City, Mie Prefecture |
| 1944 |
Became Marufuku Securities with a corporation structure in Showa 19. |
| 1944-03-28 |
Established: March 30, 1944 (Showa 19) |
| 1944-08 |
Established Okasan Securities Inc. |
| 1949-10 |
Relocated head office to Osaka City, Osaka Prefecture |
| 1949-11 |
Became a full member of the Osaka Securities Exchange |
| 1954-04 |
Established Okasan Kogyo Inc. |
| 1956-10 |
Became a full member of the Tokyo Stock Exchange and Nagoya Stock Exchange |
| 1964-10 |
Established Japan Investment Trust Co., Ltd. |
| 1965-10 |
Relocated the head office to Nihonbashi, Chuo-ku, Tokyo |
| 1968-04 |
Obtained license under the Revised Securities and Exchange Law |
| 1971 |
In Showa 46, formed a business alliance with Okasan Securities. |
| 1973-06 |
Listed shares on the Second Section of the Tokyo and Osaka Securities Exchanges |
| 1975-11 |
Shares designated for the First Section of the Tokyo and Osaka Securities Exchanges |
| 1976-12 |
Established Okasan International (Asia) Limited |
| 1978-08 |
Listed shares on the First Section of the Nagoya Stock Exchange |
| 1980-07 |
Founded Okasan Information Service Co., Ltd. (renamed Okasan Information Systems Co., Ltd. in October 1986) |
| 1981-08 |
Established Okasan Economic Research Institute |
| 1983-04 |
Established Okasan Venture Capital Co., Ltd. |
| 1983-10 |
Became a full member of the Fukuoka Stock Exchange |
| 1984-09 |
Established Okasan Investment Advisory Co., Ltd. |
| 1988-06 |
Became a full member of the Sapporo Securities Exchange |
| 1995 |
In 1995, signed a development business partnership with East China Normal University and the Center for Computing, and has been engaged in industry-academia collaboration system development projects for over 10 years. |
| 1996-03 |
Established Okasan Business Service Co., Ltd. |
| 1997-12 |
Opened Okasan Trading Center |
| 1998-07 |
Opened New York Representative Office |
| 1998-12 |
Registered as a securities business under the Revised Securities and Exchange Law |
| 2003-10 |
Changed company name to Okasan Holdings Co., Ltd. following transition to a holding company structure. Securities operations were transferred to the newly established Okasan Securities Co., Ltd. |
| 2005-07 |
Okasan Information Systems (now Okasan Business & Technology Co., Ltd.) established a joint venture with East China Normal University in Shanghai, called Shanghai Okasan Huada Computer System Co., Ltd. |
| 2005-07 |
In July 2005, established a joint venture with East China Normal University to develop and maintain computer software and provide system solution services. |
| 2006-01 |
Established Okasan Online Securities Co., Ltd. |
| 2007-12 |
Dissolved Okasan Venture Capital Co., Ltd. |
| 2008-04 |
Subsidiary Okasan Securities Co., Ltd. absorbed its subsidiary Okasan Economic Research Institute Co., Ltd. |
| 2008-04 |
Subsidiaries Japan Investment Trust Co., Ltd. and Okasan Investment Advisory Co., Ltd. merged and changed the company name to "Okasan Asset Management Co., Ltd." |
| 2008-10 |
Changed the company name to "Okasan Securities Group" |
| 2010-04 |
Subsidiaries Rokuni Securities Co., Ltd. and Oishi Securities Co., Ltd. merged and changed the company name to "San-en Securities Co., Ltd." |
| 2011-01 |
Established Muromachi headquarters and relocated headquarters functions. |
| 2012-07 |
Marufuku Securities Co., Ltd. made Shinwa Securities Co., Ltd. a subsidiary. |
| 2013-01 |
Marufuku Securities Co., Ltd. and Shinwa Securities Co., Ltd. merged. |
| 2014-04 |
Marufuku Securities Co., Ltd. changed its company name to Okasan Niigata Securities Co., Ltd. |
| 2014-04-02 |
On April 2, 2014, to be a securities company of the Okasan Securities Group in name and reality, and to serve the community customers for a long time, the company name was changed to "Okasan Niigata Securities Co., Ltd.". |
| 2018-09 |
Established Okasan Capital Partners Co., Ltd. |
| 2021-03 |
Made Securities Japan Co., Ltd. a subsidiary. |
| 2022-01 |
Merged Okasan Securities Co., Ltd. and Okasan Online Securities Co., Ltd. |
| 2022-04 |
Moved to the TSE Prime Market following the Tokyo Stock Exchange market reorganization; moved to the Nagoya Securities Exchange's Nagoya Premium Market following the Nagoya Securities Exchange market reorganization. |
| 2022-11 |
Formed a joint venture with Okasan Asset Management Co., Ltd. (now SBI Okasan Asset Management Co., Ltd.) as a joint company (related company under the equity method). |
| 2024-06 |
Changed the registered head office address to Nihombashi Muromachi, Chuo-ku, Tokyo. |
| 2025-04 |
Sankō Securities Wealth Management Co., Ltd. commenced operations. |
| 2025-04 |
Merged Okasan Information Systems Co., Ltd. and Okasan Business Services Co., Ltd., changing the company name to "Okasan Business & Technology Co., Ltd." |
| 2025-04 |
Merged with Okasan Business Service Co., Ltd. in April 2025, and became Okasan Information System Co., Ltd., now known as Okasan Business & Technology Co., Ltd. |
| 2025-05 |
Sankō Securities Co., Ltd. transitioned to a financial product intermediary business and changed its name to "Sankō Securities Wealth Management Co., Ltd." |
| 2025-09 |
Excluded SBI Okasan Alternative Investment Co., Ltd. (formerly Okasan Capital Partners Co., Ltd.) from consolidated subsidiaries through share transfer. |
