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
Elevate your investment program
We curate investments across private credit, private equity, real estate, venture capital, and more, and help fiduciaries build fully-customized solutions
Minimize admin, improve 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
Reimagining private markets
Opto is here to transform the complexity of private markets investing into a simple, personalized experience.
We help registered investment advisors and family offices build proprietary private markets vehicles through partnership tailored to their needs.
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Industry interviews and analysis
Our extensive network of private markets investors and allocators supply you with frequent, timely, and practical guidance
Stay informed
Sign up for our monthly roundup of private markets news, investment analysis, and company updates.
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