Insights

Strategic Partnerships Opto Investments has recently signed major clients like Fure Financial Corporation and Mercer Advisors, showcasing a trend towards establishing strong strategic partnerships with prominent financial institutions. Leveraging shared values of transparency and trust, Opto positions itself as a reliable private markets partner for other firms.

Tech Enhancement Focus With recent launches of platform enhancements and a suite of product upgrades, Opto Investments is actively investing in technology to enhance its private markets wealthtech platform. This focus on technological advancements presents sales opportunities for offering cutting-edge solutions to potential clients seeking innovative investment tools.

Key Executive Appointments The appointments of Jake Miller as Chief Solutions Officer and Matt Reed as Chief Technology Officer signals a strategic move by Opto Investments to strengthen its leadership team. This underscores a potential sales approach centered around showcasing the expertise and industry knowledge of these key executives in client interactions.

Differentiated Investment Opportunities Backed by reputable investors like 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto Investments can access unique private market opportunities across various sectors. This sets the stage for sales teams to pitch the company as a gateway to exclusive and differentiated investment options for potential clients seeking high-value investment avenues.

Comprehensive Portfolio Tools Opto Investments offers holistic portfolio construction tools and hands-on guidance to fiduciaries, presenting a comprehensive approach to private markets investment. By highlighting the simplicity, efficiency, and client-centric focus of their tools, sales representatives can position Opto as a one-stop solution for building intelligent private market portfolios.

Opto Investments Tech Stack

Opto Investments uses 8 technology products and services including Refinitiv, Heap, Handlebars, and more. Explore Opto Investments's tech stack below.

  • Refinitiv
    Accounting And Finance
  • Heap
    Analytics
  • Handlebars
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • JavaScript
    Programming Languages
  • Java
    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
7%
First.Last@optoinvest.comJohn.Doe@optoinvest.com
1%
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 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.

How much revenue does Opto Investments generate?

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As of December 2024, Opto Investments's annual revenue reached $15M.

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 2024, Opto Investments has approximately 73 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Chief Executive Officer: R. V.Chief Executive Officer: R. V.Chief Product Officer: P. W.. 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 RefinitivHeapHandlebarsjQueryHTTP/3JavaScriptJavaVanta.

What is Opto Investments's email format?

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Opto Investments's email format typically follows the pattern of . 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

Opto Investments

Software DevelopmentNew York, United States51-200 Employees

Opto Investments (“Opto”) is a technology firm changing the way fiduciaries experience private markets.

Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences.

We built Opto as a fiduciary and with a fee structure that aligns us with our clients. We do not receive compensation from fund managers and frequently invest our own capital in the deals we choose for our platform.

Founded by Joe Lonsdale, backed by 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto is able to access truly differentiated opportunities across private credit, private equity, real estate, venture capital, and more. We guide fiduciaries through every step of the investment process, with holistic portfolio construction tools and hands-on guidance based on their needs.

Opto is your long-term partner for building smarter private markets portfolios


Disclaimers for all content live here: 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

  • $10M$50M

    Opto Investments's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Opto Investments's revenue is in the range of $10M$50M

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