Private Markets Investing News & Updates

3 min read OCT 10, 2024

EP Wealth Advisors partners with Opto Investments to drive tech-enabled private markets investing

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3 min read JUN 03, 2024

Opto Investments establishes strategic partnership with Mercer Advisors to reinvent clients’ private markets experience

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4 min read APR 17, 2024

Summit Financial enhances open-architecture private markets offering, supporting advisors with suite of high-net-worth services

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4 min read APR 12, 2024

Advisors should embrace artificial intelligence

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5 min read MAR 22, 2024

Inside Opto Investments’ growth journey toward ‘new avenues for expansion’

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3 min read MAR 13, 2024

Advisors name the new technology that’s having the biggest impact on their firms

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3 min read MAR 11, 2024

Opto Investments recognizes impact of co-founders with appointments to key leadership positions, introduces enhanced product offerings

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4 min read MAR 04, 2024

Alternative credit q&a: Jacob Miller, Opto Investments

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44 min listen MAR 04, 2024

Talk Your Book: Private investing for fiduciaries

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4 min read FEB 09, 2024

Advisors lean into alternative investments

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4 min read JAN 29, 2024

WSR announces second annual Wealth Exemplar Awards

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3 min read DEC 18, 2023

The ten to watch in 2024: Ryan VanGorder

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48 min read DEC 05, 2023

AI represents a transformative, innovative wave – not a bubble

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3 min read NOV 15, 2023

tru Independence selects Opto Investments to provide private market opportunities for advisors

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4 min read OCT 04, 2023

Serial entrepreneur Joe Lonsdale on breaking into the RIA market

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3 min read SEP 29, 2023

Investors should ‘warm up’ to funds of funds, Opto says

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7 min read SEP 28, 2023

Top 10 fintech startups based in the US 2023

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8 min read SEP 26, 2023

‘Collaboration is a muscle’: How Opto Investments flexes its company culture

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5 min read SEP 26, 2023

Addepar, Opto founder Joe Lonsdale on what it takes to stand out in today's wealthtech landscape

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3 min read SEP 26, 2023

Opto Investments expands offerings to include custom funds capabilities

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3 min read JUL 19, 2023

Future Proof unveils cutting-edge lineup of fintech demo drop finalists

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5 min read JUL 05, 2023

The road less traveled: Off-the-beaten-path private assets

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19 min listen MAY 02, 2023

Inside the race to retail capital with Opto Investments’ Mark Machin

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4 min read APR 13, 2023

Alts tech platform Opto Investments forms advisory council

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5 min read APR 13, 2023

Opto Investments forms advisory council comprising industry veterans

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5 min read MAR 30, 2023

Opto Investments wins “best alternative investment platform”

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36 min listen MAR 28, 2023

Accessing private markets with Matt Malone

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4 min listen MAR 24, 2023

Opto Investments emerges from stealth with $145 million in Series A funding

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5 min read MAR 08, 2023

Opto’s Riskalyze deal gives alts platform another RIA foothold

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2 min read MAR 07, 2023

Biz Briefs: Joe Lonsdale's Opto starts signing RIA test-drivers

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2 min read MAR 07, 2023

Wealthtech roundup: Orion, Pontera, White Glove, Riskalyze And Dynasty

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1 min read MAR 03, 2023

Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto

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2 min read MAR 02, 2023

Orion unveils custom indexing tech for advisors: Tech roundup

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20 min listen MAR 01, 2023

Growth Investor: A next generation private investment platform: Opto Investments

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2 min read MAR 01, 2023

BlackRock sells FutureAdvisor robo biz to Ritholtz Wealth Management: Wealthtech Weekly

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4 min read FEB 28, 2023

Riskalyze partners with Opto Investments to expand access to private market investment solutions

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6 min read FEB 27, 2023

New alts partnership is a win for access, fairness and understanding

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17 min read MAR 27, 2023

Why private equity is targeting individual investors

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56 min listen FEB 23, 2023

Mark Machin - technology for private markets

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6 min read FEB 17, 2023

Startup Opto enters fight for RIAs’ rising alts allocations

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4 min read FEB 10, 2023

Wealthstack Roundup: Opto Investments teams with Merchant

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6 min read FEB 09, 2023

Opto Investments partners with Merchant to provide advisors with access to comprehensive private market investment solution

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8 min read FEB 09, 2023

TechRoundup: Opto teams with Merchant

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8 min read FEB 08, 2023

Opto Investments partners with Merchant to provide advisors with access to comprehensive private market investment solution

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8 min read FEB 06, 2023

Armed with $145M, new alts platform Opto takes aim at iCapital and CAIS

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6 min watch JAN 31, 2023

‘IN the Office’ with Mark Machin

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2 min read JAN 10, 2023

The 20 largest NYC tech startup funding rounds of 2022

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9 min watch OCT 20, 2022

Mark Machin on Bloomberg Markets [at 30:50]

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10 min read SEP 23, 2022

Addepar founder Joe Lonsdale’s second alts tech startup for RIAs, Opto Investments, leaves ‘stealth’ mode

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3 min read SEP 20, 2022

Former CPPIB CEO Mark Machin launches private capital platform

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3 min read SEP 20, 2022

Opto Investments secures US $145M Series A led by Tiger Global

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3 min read SEP 20, 2022

Opto Investments emerges from stealth with $145M in Series A funding

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3 min read SEP 19, 2022

Ex-CPPIB boss’ Opto nabs $475 million value in round

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2 min read JUL 07, 2022

Sean Mulcahy selected to serve on the 2022-2024 IPA Rising Leaders Council

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4 min read MAY 06, 2025

Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

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