Opto Investments
The fiduciary's private markets investment partner
A tech-driven private markets solution built for the wealth management community
The fiduciary's private markets investment partner
A tech-driven private markets solution built for the wealth management community
Elevating the private investing experience
Our mission is to empower fiduciaries with the technology to confidently invest in private markets
Improve investment outcomes
We offer expertly curated investments across private credit, private equity, real estate, venture capital, and more, and the ability to build fully-customized solutions for fiduciaries
Minimize admin, elevate client experiences
Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences
Leverage long-term, hands-on guidance
We develop long-term partnerships and provide hands-on support throughout the investment lifecycle
What makes us different?
01
Alignment
02
Exclusive access
We are more than just a platform. We are your partner for accessing differentiated opportunities and helping you build smarter private markets portfolios.
03
Tech-driven efficiency
We help you efficiently build a private markets program. Our platform handles all aspects of portfolio construction, client communication, and investment lifecycle management.
Industry interviews and analysis
Our network of top-tier private markets investors and allocators supply you with frequent, timely, and practical advice
Stay informed
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