Insights

Expanding Customer Base Opto Investments has established strategic partnerships with reputable wealth management firms such as TritonPoint Wealth, Fi3 Financial Advisors, and Venturi Wealth Management, demonstrating strong demand for their private markets platform among high-net-worth and ultra-high-net-worth client segments.

Innovative Product Launches The recent launch of new planning tools and the Planner platform indicates ongoing product innovation aimed at enhancing client engagement and portfolio management efficiency, creating opportunities to introduce complementary solutions that further streamline private market investments.

Growing Revenue Potential With revenue estimates between $50 million and $100 million and a proven track record of securing high-profile clients, Opto is well-positioned to scale operations and expand its market share within the private markets technology sector.

Market Expansion Opportunities The company's recent partnerships and product enhancements suggest a focus on expanding into the broader wealth management industry, especially targeting independent advisors and family offices seeking scalable, automated private market solutions.

Technological Edge Opto’s advanced automation platform and use of modern tech stack, including AWS and scalable programming languages, provide a strong foundation for integrating additional innovative features like AI-driven analytics or client onboarding solutions that could attract more enterprise clients.

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
46%
Last@optoinvest.comDoe@optoinvest.com
6%
First.Last@optoinvest.comJohn.Doe@optoinvest.com
2%
First@optoinvest.comJohn@optoinvest.com
46%

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. 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 December 2025, Opto Investments has approximately 80 employees across 3 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 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
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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