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Opto Investments, Inc.


Opto Investments Stock

Opto Investments is a technology-driven platform specializing in private markets investments for the wealth management community. They offer curated investment opportunities across private equity, real estate, and venture capital. The platform aims to reduce administrative tasks and enhance client experiences through innovative technology, providing fiduciaries with comprehensive tools for managing private market investments effectively and efficiently.

Founded: 2020

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Opto Investments Company Overview

Opto Investments was founded to empower fiduciaries by simplifying the private markets investment process. The platform offers a comprehensive suite of investment opportunities across private credit, private equity, real estate, and venture capital. By leveraging advanced technology, Opto Investments streamlines portfolio construction, client communication, and investment lifecycle management, reducing paperwork and administrative burdens. Opto Investments stands out by aligning incentives with clients; they do not receive compensation from fund managers and often invest their own capital in the deals offered on the platform. This alignment ensures that clients receive access to exclusive and high-quality investment opportunities, allowing them to build smarter and more effective private markets portfolios. The company was founded by experienced professionals from both the financial and technological sectors, aiming to improve investment outcomes through long-term partnerships and hands-on support. Opto Investments' platform is specifically designed to cater to the needs of the wealth management community, enhancing client experiences with intelligent workflows and an elegant design. Opto Investments' offerings include access to expertly curated investments in private equity, real estate, and venture capital. The platform simplifies the investment process for wealth managers by reducing administrative tasks, thereby allowing them to focus on client relationships and portfolio management. The company's commitment to innovation and technology enables fiduciaries to navigate complex investment landscapes confidently and efficiently. In addition to providing access to diverse investment opportunities, Opto Investments offers tools and insights that help wealth managers make informed decisions. The platform's design and functionality are tailored to enhance the overall client experience, making it easier for fiduciaries to manage private market investments. Opto Investments continues to innovate in the private markets investment space, providing the wealth management community with the necessary tools and insights to succeed. Their approach to aligning incentives, reducing administrative burdens, and offering exclusive investment opportunities makes them a valuable partner for fiduciaries looking to enhance their clients' portfolios and achieve better investment outcomes.

Management Team

Joe Lonsdale Executive Chairman, Co-Founder
Jacob Miller Advisory Services, Co-Founder
Patrick Weiss Product, Co-Founder
Matt Reed Engineering, Co-Founder
Kamal Jafarnia General Counsel, Co-Founder
Ryan VanGorder CFO

Funding Information