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Wealth managers looking for a partner to help them build a private markets program for their clients with streamlined administration and opinionated support for sourcing and due diligence
For investment managers
Opto partners with RIAs, family offices, and private banks to allocate individual investor capital to high-conviction private investment opportunities. We do not take compensation from fund managers to offer their products, which means we have an undiluted focus on quality. Learn more below.
overview
Opto partners with wealth managers to build proprietary private markets programs
An end-to-end solution for RIAs, family offices, and private banks that streamlines fund creation, investment execution, and post-trade servicing.
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We connect wealth managers with select investment managers
Select investment managers looking to raise capital that we judge to be potentially compelling investments for our RIA, family office, and private bank partners
How it works
Wealth Manager EXPERIENCE
Partnership & guidance
Wealth managers partner with Opto, leveraging our platform and white-glove support to build proprietary private markets funds. This can extend across the lifecycle, from fund construction through investment servicing.
Asset allocation & fund selection
Opto's platform helps our partners model allocations to understand how a fund vehicle could impact their clients' portfolios and, depending on our partnership, we either select or offer guidance on suitable investments.
Guided execution & servicing
Opto guides our partners through building, fundraising for, and managing their proprietary fund vehicles.
Investment Manager experience
Efficient diligence
Treat us like any other investor. We will conduct an efficient due diligence process on your offering. We are highly selective, as we do not take compensation from investment managers to recommend a fund or direct investment.
Fundraising
If we think you could be suitable for inclusion in our clients' fund vehicles, we can recommend your offering when we give investment selection advice.
Certainty of execution
If they express interest, we help our wealth manager partners to invest in your offering. From your perspective, you deal with just one investor: Opto.
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Let's connect
We’re always looking for quality investments
As we continually partner with new wealth managers or help existing ones launch new funds, we are constantly sourcing high-quality opportunities towards which to guide them. Do you have a differentiated investment thesis, strong networks, and a unique value proposition?
Our diligence process
We perform our own in-house diligence review, including detailed statistical analysis. Each potential investment is reviewed by our experienced investment committee, and assessed purely on its value to our partners - we do not take compensation from investment managers.
We supplement our due diligence by leveraging the work of experienced institutional research firms, including Aksia and LCG, which together represent over $450B in assets under advisement.
We tap our extensive networks to confirm our views and check for red flags for every manager we consider recommending to our partners.
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Learn how we are reimagining private investing with the wealth channel front and center
How much is this going to cost me?
Nothing. Unlike other platforms that work with wealth managers, we do not currently charge fund managers for raising assets from our partners. We select fund managers based only on merit. You just need to onboard Opto like any other investor.
Who are your clients?
We work with RIAs, family offices, and private banks. These are generally fiduciaries - just like us. We make sure firms are legitimate before allowing them to access our database to ensure your data is secure.
How does Opto pick investments?
A combination of rigorous due diligence and an extensive and exclusive network.
We perform our own in-house diligence review, including detailed statistical analysis leveraging proprietary AI-powered tools. We supplement our analysis by partnering with experienced institutional research firms, including Aksia and LCG, which together represent over $450B in assets under advisement, as of July 2025. We also tap our networks to confirm our views and ensure that every manager treats their investors with the respect they deserve. Each investment must then be approved by our experienced investment committee.
Our senior investment team includes experienced operators from across private markets with decades of experience and broad networks.
Furthermore, our co-founder, Joe Lonsdale, has experience as an entrepreneur in numerous sectors, providing connectivity across private markets, as well as deep roots in Silicon Valley that give us enhanced access to the venture capital community.
How is Opto different from other alternative investment platforms?
We have forged a business free from the faulty legacy incentives on which this market is built.
We arm our partners with the tools and data to identify the right opportunities for their funds. When we recommend an investment, it's with purpose. When we pass, it's with conviction.
This is because we are structured to succeed when our investors succeed. We weight our standard revenue model towards performance fees, while looking to reduce management fees and expenses.
How does Opto make money?
We tailor our level of support - and therefore the financial terms - to each client. But in general, Opto will charge some combination of a small software fee, a low management fee, and an incentive fee for meeting return targets over a hurdle.
Coupled with the fact that we do not currently charge investment managers when our partners allocate to them, this structure enables an undiluted focus on quality.
How do I know my information is secure?
We understand the critical importance of data security in private markets.
In addition to the fact that only verified wealth managers can access our platform, we operate with enterprise-grade security, successfully completing our SOC Type 2 audit.
What do you need from us?
- Connect with us and start a conversation about your offering.
- If we believe our clients may benefit from allocating to your fund, our IM team will reach out to you to discuss your strategy and thought leadership.
- If we decide to recommend investment, we will sign a standard agreement that confirms our relationship and ensures we can allow our clients to participate in the allocation we secure from you, as well as access to your fund marketing materials and reporting to keep our partners informed.
- Treat us like one of your best investors - because we will be.
Have another question?
Reach out