Opto Investments Employee Directory

Software DevelopmentNew York, United States51-200 Employees

Opto Investments is a New York-based software developer that provides an end-to-end platform for private markets programs. Its primary clients are independent investment advisors, family offices, and private banks looking to build and manage differentiated private investment programs for their clients. The platform covers the full lifecycle—from structuring and fundraising to ongoing management—enabling firms to scale offerings without proportionally expanding their teams. It automates administrative tasks across the private markets investment journey, such as client data input, proposal creation, subscription documents, capital calls, and client communications.
The company was founded by Joe Lonsdale, and in March 2026 it appointed Ron Diamond as advisory board chair.

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