Software Engineer, Opto Investments
Product
$125-225k
+ Equity
Private market access for independent investment advisors
Open for applications
Private market access for independent investment advisors
21-100 employees
Open for applications
$125-225k
+ Equity
21-100 employees
Company mission
To ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health.
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Company mission
To ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health.
Many 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 turns 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 all the way to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. The company will use these funds to secure further investment opportunities for customers, scale its business and hire additional talent.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- 401k Fund: Invest in your future. We offer every full-time employee a 401k account, with more investment perks coming soon.
- Professional Development Reimbursements: Annual reimbursements for books and education to help you grow from anywhere.
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge.
- Work From Home Stipend: A one-time reimbursement to help you set up everything you need for your remote office.
- Open Travel Policy: Travel anywhere to collaborate with our team in person.
- Health insurance: We are proud to cover 100% of the premium for you and your dependents' medical, dental, and vision insurance.
- Parental leave: Generous paid leave gives parents time and space to invest in being there to support their family as it grows.
- 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 keep office travel simple.
Company values
- 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
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
This company has top investors
Leadership
Mark Machin
(Co-Founder & CEO)Board advisor, Investment Strategies Committee & International Advisory Board at GIC. Board Member at Serendipity Capital. Former President and CEO of CP Investment Board.
Jacob Miller
(Co-Founder)Build Executive at 8VC. Former Advisor and Portfolio Strategist at EQUIAM. Founder of Periscope Analysis.
Matt Reed
(Co-Founder & Head of Engineering)Former Director of Engineering, Data Integrations & Analytics at Addepar. Previous experience as a Software Architect and Control Systems Engineer.
Kamal Jafarnia
(Co-Founder & General Counsel)Former General Counsel and Chief Compliance Officer at Artivest. Previously worked as an Attorney At Law and Regulatory Compliance Consultant.
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