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Opto Investments
Private market access for independent investment advisors
- 21-100 employees
- Fintech
- B2B
- Investing
- SaaS
- NoMad, New York, NY
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Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Few candidates hear
back within 2 weeks
12% employee growth in 12 months
Our take
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.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company values
- Courage: We value those who come to the table with strong opinions, and constantly communicate our intent, execute with purpose, and learn from our mistakes. We’re not afraid to do things differently. We believe that the way private markets are accessed today is fundamentally broken and that it will take courage to fix it. This means confidently taking a new and different approach
- Partnership: We define our success by the success of our clients, partners, and people. We strive to understand their goals and collaborate to achieve them. Meaningful partnerships enhance our complementary strengths and drive outcomes that are more impactful for all stakeholders
- Ownership: We control our destiny. We know that initiative, hard work, and dedication are what will drive value for us and our clients. We trust and empower our teammates to work autonomously. We take pride in our work and we hold ourselves to high standards, knowing that our individual contributions are critical to our collective success as an organization
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
This company has top investors
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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Jobs (3)
Software Engineering