Insights

Rapid Market Adoption Opto Investments has recently formed strategic partnerships with notable wealth management firms such as Fi3 Financial Advisors and Venturi Wealth Management, demonstrating its increasing traction within the private markets and wealth advisory space, creating opportunities to expand its client base.

Innovative Tool Launches The company's recent launch of planning tools like Planner and the new allocation development features positions it as a forward-thinking platform that addresses key advisor needs, signaling potential upsell or expansion into existing client accounts seeking technological upgrades.

Strong Industry Focus Opto’s dedicated focus on automating private markets investment processes for wealth managers aligns well with firms looking to streamline operations and enhance client offerings, providing a lucrative target for sales efforts aimed at technologically advanced advisory firms.

Growing Revenue Base With revenues estimated between $50 million and $100 million and backing from prominent investors like 8VC and Michael Dell’s DFO Management, Opto has the financial stability and growth potential to invest in strategic partnerships or customized solutions.

Leadership and Expertise The appointment of co-founder Jake Miller as Chief Solutions Officer and experience of key personnel suggest a company committed to innovation and client success, making it a promising partner for joint solutions or tailored technology integrations aimed at high-growth wealth management firms.

Opto Investments Tech Stack

Opto Investments uses 8 technology products and services including Preqin, Linkedin Insight Tag, Auth0, and more. Explore Opto Investments's tech stack below.

  • Preqin
    Accounting And Finance
  • Linkedin Insight Tag
    Analytics
  • Auth0
    Identity Verification
  • Svelte
    Javascript Frameworks
  • Amazon ALB
    Load Balancers
  • HTML
    Programming Languages
  • Scala
    Programming Languages
  • Vanta
    Security

Media & News

Opto Investments's Email Address Formats

Opto Investments uses at least 1 format(s):
Opto Investments Email FormatsExamplePercentage
First@optoinvest.comJohn@optoinvest.com
45%
Last@optoinvest.comDoe@optoinvest.com
7%
First.Last@optoinvest.comJohn.Doe@optoinvest.com
3%
First@optoinvest.comJohn@optoinvest.com
45%

Frequently Asked Questions

Where is Opto Investments's headquarters located?

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Opto Investments's main headquarters is located at 31 W 27th St, Suite 605 New York, NY 10001, US. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is Opto Investments's official website and social media links?

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Opto Investments's official website is optoinvest.com and has social profiles on LinkedIn.

What is Opto Investments's NAICS code?

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Opto Investments's NAICS code is 5112 - Software Publishers.

How many employees does Opto Investments have currently?

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As of October 2025, Opto Investments has approximately 80 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: R. V.Chief Product Officer: P. W.Vp Of Innovation And Corporate Affairs: A. A.. Explore Opto Investments's employee directory with LeadIQ.

What industry does Opto Investments belong to?

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Opto Investments operates in the Software Development industry.

What technology does Opto Investments use?

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Opto Investments's tech stack includes PreqinLinkedin Insight TagAuth0SvelteAmazon ALBHTMLScalaVanta.

What is Opto Investments's email format?

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Opto Investments's email format typically follows the pattern of First@optoinvest.com. Find more Opto Investments email formats with LeadIQ.

When was Opto Investments founded?

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Opto Investments was founded in 2020.

Opto Investments

Software DevelopmentUnited States51-200 Employees

Opto Investments (“Opto”) is engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs.

Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team.

Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, and backed by investors including 8VC and Michael Dell’s DFO Management, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto is not compensated by fund managers to offer funds, which enables an undiluted focus on quality. When Opto recommends an investment, it's with purpose. When they pass, it's with conviction. Clients can combine their best ideas with Opto’s in a bespoke partnership tailored to their needs.

Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications.

See applicable disclosures at https://www.optoinvest.com/disclaimers.

Section iconCompany Overview

Headquarters
31 W 27th St, Suite 605 New York, NY 10001, US
NAICS Code
5112 - Software Publishers
Founded
2020
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Opto Investments's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Opto Investments's revenue is estimated to be in the range of $50M$100M

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