Insights

Expanding Private Market Solutions Opto's recent development of customized private market funds in partnership with firms like Quotient Wealth Partners and TritonPoint Wealth highlights an increasing focus on diversification and tailored investment strategies. This presents an opportunity to offer advanced fund management tools or personalized private market solutions to wealth management firms seeking to differentiate their offerings.

Strengthening Industry Leadership The appointment of Ron Diamond as advisory board chair signals Opto's strategic move to boost industry expertise and credibility. This positions the company as a more attractive partner for high-end wealth advisors and private banks aiming for innovative, well-led technology integrations.

Strategic Firm Partnerships Opto's collaborations with UHNW-focused clients like Fidelis Capital Partners and wealth management firms such as Fi3 Financial Advisors and Venturi Wealth Management demonstrate demand among premium service providers for streamlined private market programs, indicating potential for expanding enterprise client base through tailored enterprise solutions.

Technological Edge With a sophisticated tech stack including Preqin, Auth0, and Amazon ALB, Opto offers a modern, secure, and automated platform that could appeal to firms seeking innovative, scalable private market management tools and digital transformation services to improve efficiency and client engagement.

Market Potential Operating with a revenue range of $50M to $100M and serving a niche of wealth managers and private banks, Opto has contrast with larger financial institutions, indicating an opportunity to target mid-sized firms across the wealth management sector eager to modernize their private market offerings.

Opto Investments Tech Stack

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

  • MSCI
    Accounting And Finance
  • Linkedin Insight Tag
    Analytics
  • Microsoft Excel
    Editors
  • Auth0
    Identity Verification
  • AOS
    Javascript Libraries
  • Scala
    Programming Languages
  • TypeScript
    Programming Languages
  • HSTS
    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
86%
Last@optoinvest.comDoe@optoinvest.com
11%
First.Last@optoinvest.comJohn.Doe@optoinvest.com
3%

Frequently Asked Questions

Where is Opto Investments's headquarters located?

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Opto Investments's main headquarters is located at 31 West 27th Street Suite 605 New York, New York United States. The company has employees across 3 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 May 2026, Opto Investments has approximately 78 employees across 3 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: R. V.Chief Product Officer: P. W.Vp Of Sales & Revenue: W. S.. 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 MSCILinkedin Insight TagMicrosoft ExcelAuth0AOSScalaTypeScriptHSTS.

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 DevelopmentNew York, United 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 West 27th Street Suite 605 New York, New York United States
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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