$125-225k
+ Equity
Private market access for independent investment advisors
Job no longer available
Private market access for independent investment advisors
21-100 employees
Job no longer available
$125-225k
+ Equity
21-100 employees
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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To ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health.
12% employee growth in 12 months
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
Sep 2022
$145m
SERIES A
This company has top investors
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.