Account Executive - Director
Opto Investments
About this role
Opto is developing innovative technology solutions to improve access to private markets for wealth managers and investors. The company aims to transform the private investments industry by providing a comprehensive platform that simplifies processes and enhances client engagement. They seek to leverage Silicon Valley engineering talent and industry expertise to address industry challenges and foster growth.
Skills
Qualifications
About Opto Investments
optoinvest.comOpto Investments is a private markets investment platform that provides an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. The platform helps advisors craft investment plans, construct custom funds, and streamline fundraising, investor onboarding, capital calls, and ongoing reporting. Designed for wealth managers, RIAs, and family offices, Opto centralizes operations and investor communications to simplify running private markets strategies.
Recent company news
Built InOpto Investments Careers, Perks + Culture
1 month ago
Business WireOpto Investments Appoints Warren Seubel as VP of Sales and Revenue
1 month ago
Yahoo FinanceFidelis Capital Selects Opto Investments to Elevate its Private Markets Program for UHNW Families
Jan 13, 2026
InvestmentNewsFintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships
Jul 11, 2025
Business WireQuotient Wealth Partners, TritonPoint Wealth Form Joint Partnership with Opto Investments to Institutionalize Private Markets Programs
Dec 3, 2025
About Opto Investments
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Opto Investments.
Salary
$190k – $225k
per year
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