Your private investment team
What we believe
We exist to simplify advisors' lives and help improve their clients' ability to reach their goals.
The private investment process is broken.
All investors deserve access to high-quality private investments.
Most investors are overexposed to public markets.
Aligned incentives are key to great partnerships.
Who we are
We provide more than just access - we build personalized private market portfolios and work with advisors to meet client goals over the long term.
We are expert builders who don’t accept the status quo. We have re-invented industries with technology and are obsessed with building a platform to bring private investing into the 21st century.
We are a team of seasoned investors, allocators, and operators committed to providing the best investment experience from returns to reporting, and everything in between.
We are Opto
World-class investors, allocators, operational specialists, and technologists who are passionate about creating a better way to access private markets.
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 an optimal client experience with the Opto platform.
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
As the Head of Investment Operations, Sean is focused on making the advisor investment workflow seamless, intuitive, and integrated.
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.