Your partner in navigating private markets

We’re investors and technologists at heart, passionate about building the best possible private investment experience, specifically geared for RIAs.

As a customer, you have a dedicated team of investment, operations, and technology experts available to help your practice and clients build better outcomes with private investments.

Increase your ability to achieve clients’ yield, long-term growth, or risk-adjusted return goals by identifying and adding well-suited private managers to their portfolios.

Opto handles the traditionally cumbersome and resource-intensive compliance and operations procedures involved in private investing, freeing your team up to focus on what matters.

With personalized client investment solutions and educational content, Opto gives you the tools to engage with and excite clients with private investments that help achieve their goals.