Your private investment team
What we believe
We exist to simplify fiduciaries' lives and help their clients reach their goals
The private investment process is broken
All investors deserve access to high-quality private investments
Modern tech will streamline private investing
Aligned incentives are key to great partnerships
Who we are
We are a team of investors, allocators, operational specialists, and technologists from the world's top financial institutions and technology companies.
We are relentless technological innovators, committed to changing the way fiduciaries experience private markets.
We believe in the value of advice and that fiduciaries deserve better, simpler, and more scalable options for accessing private markets confidently and efficiently.
We are Opto
Opto is your long-term partner for building smarter private markets portfolios.
The Opto leadership team
A team of proven investors, operators, and technologists committed to helping your clients meet their goals.
Chief Executive Officer
Jacob runs Opto's Advisory practice. He works directly with our clients, is actively engaged in our investment committee, and drives the development of investment frameworks to ensure a great client experience.
Co-Founder, General Counsel
Kamal provides legal guidance and strategies to the leadership team and is responsible for ensuring that the platform remains in regulatory compliance enterprise-wide.
Matt leads engineering efforts at Opto, ensuring we build scalable technology solutions that support our tech-first approach to private investment management.
Head of Investment Management
Matt oversees Opto's investment activities, fund structuring, and product development to ensure we serve our clients' needs and stay on the cutting edge of private markets.
Head of Investment Operations
Sean heads up our investment operations, and is laser-focused on making the advisor investment workflow as seamless, intuitive, and integrated as possible.
Head of Product
Co-Founder, Executive Chairman
Joe has seen firsthand how private investing is broken and is committed to fixing it. As co-founder and chairman, Joe is heavily involved in helping build and guide Opto, shaping our vision and strategy.
Mark plays a vital role in enabling Opto's growth, offering strategic input and tapping his vast network and expertise to support our sourcing and investment efforts.