Opto Investments is a technology company that streamlines how fiduciaries and financial advisors access and manage private markets investments. Opto Investments provides a software platform designed to help advisors, CIOs, and other fiduciaries build and distribute customized private market solutions at scale.
Opto addresses the complexities of private market investing by offering intelligent workflows, elegant design, and portfolio construction tools. The platform aims to minimize paperwork, save time, and improve the client experience throughout the private markets investment process. Opto's approach includes a fee structure that aligns with its clients' interests: the company does not accept compensation from fund managers and frequently invests its own capital in select deals available on the platform.
Backed by investors such as 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto Investments enables access to a wide range of private market opportunities, including private credit, private equity, real estate, and venture capital. The platform guides clients through each step of the investment process with hands-on support tailored to the needs of fiduciaries.
Who Uses Opto Investments?
Opto primarily serves registered investment advisors (RIAs), multi-family offices, private banks, and organizations like Mercer Advisors. The platform is designed for professional fiduciaries seeking efficient, scalable solutions for private markets portfolio construction.
How Was Opto Investments Started?
Opto Investments was founded by Joe Lonsdale (Co-Founder and Executive Chairman), along with a leadership team including Ryan VanGorder (CEO), Jacob Miller (Chief Solutions Officer), and several others with expertise in engineering, investment selection, legal, product, and marketing. Their collective backgrounds in technology, investment management, and wealth advisory shaped the company’s focus on simplifying private markets for fiduciaries. More details on their team can be found on the About page.
What Makes Opto Investments Different?
- A technology platform purpose-built for fiduciaries, with a client-aligned fee structure
- No compensation from fund managers; direct investment in platform deals
- End-to-end support for portfolio construction and investment operations in private markets
- Focus on minimizing administrative burden and improving the investment experience
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