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Opto Investments

The fiduciary's private markets investment partner

A tech-driven private markets solution built for the wealth management community

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The fiduciary's private markets investment partner

A tech-driven private markets solution built for the wealth management community

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Elevating the private investing experience

Our mission is to empower fiduciaries with the technology to confidently invest in private markets

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Improve investment outcomes

We offer expertly curated investments across private credit, private equity, real estate, venture capital, and more, and the ability to build fully-customized solutions for fiduciaries

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Minimize admin, elevate client experiences

Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences

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Leverage long-term, hands-on guidance

We develop long-term partnerships and provide hands-on support throughout the investment lifecycle

What makes us different?

01

Alignment

Our incentives are aligned with our clients. We do not receive compensation from fund managers and frequently invest our own capital in the deals we choose for our platform. 

02

Exclusive access

We are more than just a platform. We are your partner for accessing differentiated opportunities and helping you build smarter private markets portfolios.

03

Tech-driven efficiency

We help you efficiently build a private markets program. Our platform handles all aspects of portfolio construction, client communication, and investment lifecycle management.

 

Industry interviews and analysis

Our network of top-tier private markets investors and allocators supply you with frequent, timely, and practical advice

Stay informed

Sign up for our monthly roundup of private markets news, investment analysis, and company updates.

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Get in touch

Tell us about your practice and a member of our advisory services team will be in touch shortly.
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