Articles from Opto Investments

Quotient Wealth Partners (“Quotient”) and TritonPoint Wealth (“TritonPoint”), today announced a joint partnership with Opto Investments, a technology-driven solution that streamlines the entire private markets lifecycle and enables wealth managers to build, fundraise for, and manage programs at scale. This unique alliance brings together two fast-growing registered investment advisors (“RIAs”), both powered by Dynasty Financial Partners, to build a series of custom private markets funds that seek to enhance their clients’ portfolios and increase asset class diversification.

Fi3 Advisors (“Fi3”), an independent, fee-only Registered Investment Advisor (RIA) and multi-family office serving high-net-worth (“HNW”) families, executives, and business owners nationwide, today announced its strategic partnership with Opto Investments (“Opto”), a comprehensive, technology-led solution to simplify private markets investing and servicing for independent investment advisors and family offices. Opto will enhance Fi3’s longstanding private markets program by simplifying private investment workflows, centralizing performance data for end-client reporting, and helping establish an annual vintage funds program customized to the needs of Fi3’s clients.

Venturi Private Wealth (“Venturi”), an independent wealth management firm and multi-family office serving entrepreneurs, ultra-high-net-worth (UHNW) individuals and families, and private foundations, today announced its strategic partnership with Opto Investments (“Opto”), an unrelated third-party that provides a comprehensive, technology-led solution to simplify private markets investing and servicing for independent investment advisors and family offices. Venturi will leverage Opto’s platform to scale its existing private markets program and identify new opportunities across private credit, private equity, and real estate. The firm will also use the platform to manage the administrative and operational complexities of its private funds going forward.

Opto Investments (“Opto”), a comprehensive, technology-led solution to simplify private markets investing and servicing for independent investment advisors and family offices, today announced the launch of its new Planner tool. Planner simplifies long-term private markets investing by helping advisors determine appropriate target private markets allocations and develop an investment pacing strategy suited to each client’s needs.

EP Wealth Advisors (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, today announced its strategic partnership with Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors. This partnership will bolster EP Wealth’s ability to provide clients with a scalable, digital-forward solution comprised of high-quality private markets opportunities with flexible investment options.

Conway Investment Solutions, LLC (“Conway”), a collaborative investment solutions partner for financial advisors, today announced a strategic partnership with Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors. This partnership enables Conway and Opto to provide registered investment advisors (RIAs) with an end-to-end solution for creating actively managed private markets vintage funds, providing access to bespoke investment strategies supported and delivered by modern technology.

Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with Mercer Advisors, a national Registered Investment Adviser (RIA) with over $60 billion in client assets. Opto will equip the Mercer Advisors client-facing team with a modern, tech-driven solution to bring private markets investments into client portfolios at scale and in a cost-efficient manner.

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced appointments in key leadership positions, as well as a suite of product enhancements. These strategic steps underscore Opto's commitment to delivering the best experience for wealth advisors throughout their private markets investing journey via a cutting-edge technology platform. Opto unlocks access to truly differentiated private markets opportunities and builds customized solutions based on the needs of registered investment advisory (RIA) practices.​

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables the creation of white-label fund strategies encompassing private credit, equity, real estate, venture capital, and infrastructure.

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking advisors to confidently access private markets, is pleased to announce the appointment of Matt Dunn as Head of Marketing. With an extensive background in the financial industry, Dunn brings valuable expertise and strategic insight to both the Opto team and its extensive advisor community.

Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced it has created an advisory council that brings together seasoned financial services entrepreneurs and thought leaders.

Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced that it has been selected as winner of the “Best Alternative Investment Platform” award in the 7th annual FinTech Breakthrough Awards program operated by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies, and products in the global FinTech market today.

Riskalyze, the industry-leading growth platform for wealth management firms, today announced a strategic partnership with technology-enabled private markets solution Opto Investments (“Opto”). This partnership will enable registered investment advisors (RIAs) using the Riskalyze growth platform to access exclusive private market investment opportunities, empowering them to achieve better outcomes for their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access to Opto’s exclusive private market opportunities and comprehensive software, allowing them to better serve their high-net-worth and ultra-high-net-worth clients.

Opto Investments (“Opto”), the technology-enabled solution for private market access for independent investment advisors, announced today that it has emerged from stealth with $145 million in Series A financing. Opto is led by Co-Founder and CEO Mark Machin, with Co-Founder Joe Lonsdale serving as Chairman. The company operated in stealth as ‘LIT.’