Opto Investments

For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.

• Invest In Authentic Partnerships - People are our most valuable investment. We understand how critical long-term relationships with our clients and colleagues are to our success. To make that possible, we insist on genuine communication, thoughtful collaboration, and inclusive thought externally an internally
• Act Like An Owner - We trust and empower our teammates to work autonomously. We take pride in our wok and we hold ourselves to high standard, knowing that our individual contributions are critical to our collective successes as an organisation
• See Problems As Opportunities - We are a company of builders, makers, and innovative thinkers. We thrive when faced with ambiguity and always seek creative ways to pave a path forwards. We champion collaboration and creative thought to solve complex problems and find scalable solutions
• Work Smart and Move Fast - We are intelligent and scrappy with a bias for action. We push ourselves and each other to use our craft to explore, test and validate ideas early and often. We discover innovative solutions and then act on them quickly. We don’t let the pursuit of perfection get in the way of progress
• Be Compassionately Candid - We deeply value transparency, honesty, and direct, actionable feedback. We invest in building trust and respect amongst our colleagues so that we can communicate in a productive way. We always assume positive intent and deliver and receive feedback with respect and clarity

Total funding: $145m