Opto Investments, founded in 2020, is a fintech company headquartered in New York and San Francisco. The firm has built an end-to-end technology platform designed to transform how wealth managers access and manage private markets investments. Its client base includes independent investment advisors (RIAs), family offices, and private banks.
The company's core product, the Opto Investments Platform, provides a comprehensive solution for building, fundraising for, and managing bespoke private investment programs. It automates administrative processes across the entire investment journey, from modeling allocations and evaluating funds to managing capital calls and delivering client reporting. This allows advisory firms to scale their private markets offerings without proportionally increasing headcount.
With a team of 61 employees, Opto Investments draws on Silicon Valley engineering practices applied to financial technology. The company's technical work spans platform development at the intersection of fintech, wealth management, and private markets. Its stated culture emphasizes collaboration, transparency, and a fiduciary-first approach, with engineers working closely alongside domain experts.
