Opto Investments
Opto is developing a technology platform to transform private markets for wealth managers, aiming to make the private investment process more transparent, efficient, and accessible through innovative use of engineering and data solutions.
Headquarters
New York, New York, United States
Company Size
51-200 employees
Founded
2020
Opto 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Opto Investments.
59% above the average for this role
Fintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships
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