Opto Investments
Opto Investments is a tech-driven private markets solution for the wealth management community, offering curated investments and customized solutions with a focus on intelligent workflows and elegant design.
Services
Opto Investments provides a comprehensive suite of services designed for the wealth management community. These services include expertly curated investments across private credit, private equity, real estate, venture capital, and more. Their platform allows for fully-customized solutions, simplifying the private markets investment process through intelligent workflows and elegant design. The company also ensures long-term partnerships and hands-on support throughout the investment lifecycle.
Products
Opto Investments' platform caters to various aspects of private markets investments. It offers exclusive access to differentiated opportunities, enabling users to build smarter private markets portfolios. Key functionalities include portfolio construction, client communication, and management of the investment lifecycle. Importantly, Opto Investments invests its own capital in the chosen deals, underscoring their commitment to the quality of available opportunities.
Partnerships
Opto Investments has formed strategic partnerships to augment its offerings. Notably, the company has collaborated with tru Independence to provide private market opportunities for advisors. These partnerships are vital in delivering enhanced investment solutions and access to a network of top-tier private markets investors and allocators who provide timely, actionable advice.
Recognition and Awards
In 2023, Opto Investments received significant recognition for their industry contributions. They were listed among the 100 Best Hybrid Places to Work in 2023 by Built In, highlighting their commitment to a positive work environment. Additionally, they won the Best Alternative Investment Platform award from FinTech Breakthrough, acknowledging their excellence in providing top-tier investment solutions.
Locations
Opto Investments operates out of offices located in major financial hubs. The company's primary office is situated at 335 Madison Avenue, Suite 5B, New York, NY 10017. They also maintain a presence in San Francisco, further positioning themselves in key markets for wealth management and financial services.