A total private markets solution

We partner with RIAs, family offices, and private banks to deliver programs that meet today's rising demand for alternative investments—and fund the innovations shaping the future

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Build, fundraise, and manage.
All in one place.

Our platform puts you in complete control of building and delivering a program of any scale, tailored to your practice

Built for RIAs Family offices Private banks

Our partnership

Our standard fee model is weighted toward the long term, to align with our goal of long-term partnership. We work closely with you to create a self-sustaining, scalable program, while providing hands-on support when you need it.

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Operate your private markets program from a unified control center

Opto streamlines the private markets lifecycle into one seamless workflow, enabling wealth managers to build, fundraise for, and manage programs at scale 

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Plan with intent.
Execute with discipline.

Model allocations, evaluate funds, and automate operations with AI-powered workflows

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Customize asset allocation
Simplify fund creation (2) (1)
Unlock curated opportunities
Conduct in-depth diligence
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Tell the right story.
See the results in real time.

Build client-ready materials and track fundraising progress

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Create model portfolios
Optimize capital pacing
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Track fundraising
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Monitor investment activity.
Streamline client communications.

Deliver the insights clients care about—directly to their secure, white-labeled portal

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Automate capital call tracking (selected)
Simplify performance reporting
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Customized experience

Tailor your workflows and permissions, bring your own investment ideas, and integrate your branding

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AI-powered

AI tools power streamlined workflows and informed investment decision making

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Dedicated support

Your dedicated relationship manager orchestrates training and support throughout the lifecycle of your fund

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Better aligned incentives

​Our standard fee model is weighted toward performance, to better align our success with yours

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Seamless integrations

We connect with major custodians, investment tools, and reporting providers

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SOC 2 audited

We operate with enterprise-grade security, successfully completing our SOC Type 2 audit

Our partners

Our platform allows wealth managers of any size—from small RIAs to large multi-family offices to private banks—to efficiently and effectively deliver bespoke private markets programs

About us

Frequently asked questions

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What can you do for me?

Opto is engineering the future of private markets, offering a solution for wealth managers to efficiently build and manage differentiated private investment programs.

Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team.

How does this get done?

Reach out to us at partner@optoinvest.com to explore a partnership tailored to your goals — whether it’s launching a single feeder fund or a program of private markets drawdown and/or registered fund vehicles.

We’ll leverage our cutting-edge technology and in-house compliance, investment management, legal, marketing, and operations teams to get you to fund launch: typically in as little as 2–3 weeks for a feeder, to 6–8 weeks for a diversified proprietary fund vehicle.

What makes you different?

Private markets are broken—shaped by legacy incentives and static fund menus filled with asset gatherers.

We raised an outsized amount of capital to build a business model designed to reinvent private investing for the long term—and secure allocations to difficult-to-access opportunities.

To forge a business free from the faulty incentives that define this industry, we choose not to receive compensation from fund managers to offer funds. This enables an undiluted focus on quality.

Armed with the tools and data to identify the right opportunities, our clients combine their best ideas with ours in a bespoke partnership tailored to their needs.

Who do you integrate with?

We can seamlessly integrate your private markets program into your existing infrastructure, connecting with major custodians, investment management tools, and reporting providers.

We currently connect with custodians including BNY Mellon - Pershing, Charles Schwab, and Fidelity, and reporting providers such as Addepar, Orion, Gen II, Envestnet Tamarac, and Black Diamond.

What asset classes do you cover?

We can invest across infrastructure, private credit, private equity, real estate, and venture capital, both in funds and selectively in direct investments, based on your fund strategy and requirements.

Have another question?

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