Today, we announce our strategic partnership with Mercer Advisors. Mercer Advisors is a forward-thinking RIA that shares our focus on transparency, trust, and alignment in fulfilling our fiduciary responsibilities to investors. Read more about the partnership here: https://lnkd.in/eVyAC_i9 #privatemarkets #wealthmanagement #RIA
Opto Investments
Software Development
New York, NY 4,249 followers
The fiduciary's private markets investment partner
About us
Opto Investments (“Opto”) is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences. We built Opto as a fiduciary and with a fee structure that aligns us with our clients. We do not receive compensation from fund managers and frequently invest our own capital in the deals we choose for our platform. Founded by Joe Lonsdale, backed by 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto is able to access truly differentiated opportunities across private credit, private equity, real estate, venture capital, and more. We guide fiduciaries through every step of the investment process, with holistic portfolio construction tools and hands-on guidance based on their needs. Opto is your long-term partner for building smarter private markets portfolios Disclaimers for all content live here: https://www.optoinvest.com/disclaimers
- Website
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http://www.optoinvest.com
External link for Opto Investments
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Software Development , Private Markets, alternative investing, financial services, RIA, and Financial Advisors
Locations
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Primary
335 Madison Ave
New York, NY 10017, US
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Pier 5, Suite 101
San Francisco, CA 94111, US
Employees at Opto Investments
Updates
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"We saw a massive opportunity to build workflow software covering end-to-end from private markets questions to transaction execution and ongoing management." Our co-founder Jacob M. sat down with Skyler Steinke and Mike Schroeder, CFA, hosts of the Alt Funds Network Podcast, to discuss the complexities and challenges of private investing, and how Opto’s technology is simplifying the process. Watch the full conversation: https://lnkd.in/gjNaZ5nk Interested in improving your private markets investment processes? Get in touch. #Innovation #PrivateMarkets #wealthmanagement
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Congratulations to Optonaut Kristin Fox for her success in fundraising for such a meaningful cause. Day in and day out, Kristin embodies Opto's values of courage, partnership, and ownership - we are proud to work alongside her.
Last week I rode my bike across Iowa - from the Missouri River to the Mississippi. This year’s Register Association Great Bike Ride Across Iowa (RAGBRAI) was 434+ miles with 18,737 feet of climb. I did this to raise funds for The Meg Berte Owen Survivorship Fund (Memorial Sloan Kettering Cancer Center/Fred's Team) and because it’s fun. There were more than 10,000 riders on those sun-baked roads. Some were professional cyclists, while others had prosthetic limbs and modified bikes. Most were like me and just really love to ride. Climbing nearly 19,000 feet in the broiling Iowa sun pretty much sucks for everyone, and it was common for stronger climbers to reach out and put a hand on struggling riders’ backs to help them climb. I was reminded continually of our values at Opto Investments - courage, partnership, and ownership. From the courage it took for some to get on a bike to the people who took ownership in emergencies, to the partnership the Air Force Cycling Team brought as Good Samaritans of the road, it was an extraordinary experience. I’m deeply fortunate to work in an equally extraordinary environment, where people embody courage, partnership and ownership, and sometimes put a reassuring hand on your back and help you move forward. Thanks Team Opto for all the support! Richard Wells Matt Dunn Bridget Higgins Jacob M. Ryan V. And deepest gratitude to Alison Levine and Janet Tiebout Hanson, who have more courage than anyone I know and have always had my back. #courage #partnership #ownership #privatemarkets #alternativeinvestments #imagineaworldwithoutcancer
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Well worth the read!
"Success is not just about crossing the finish line first … It’s about learning from each experience, and applying what you learn.” For those inspired, as I am, by the dedication of high-caliber athletes, and with the Paris Olympics approaching, it's worth considering the lessons we can learn from their success. My own two decades as an adventure racer have taught me a great deal applicable to the business world. Highs and lows are incredibly valuable in both arenas, which at Opto translates to a culture of continuous learning and honest communication. Here is a deeper look at my journey: https://lnkd.in/gTQUxemb
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“Right now it's easier to diversify than it's ever been.” Our CEO Ryan V. chatted with Steve Chen, host of the @New Retirement podcast, to discuss the recent expansion of private markets, and how Opto puts the people, processes and technology in place to make it simpler for advisors to integrate private markets into their clients’ portfolios. Listen to the full conversation: https://lnkd.in/eEu5HSA4 #privatemarkets #wealthmanagement
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Opto Investments reposted this
Head of Alternative Investments @ Hightower Advisors | Private Market Investment Solutions, Hedge Funds
Thanks, Opto Investments for showcasing Hightower Advisors Private Investment Solutions in the most recent segment of your showcasing Private Markets. What excites me most about investing in private markets is the chance to back some of the most promising founder-led companies.
“What is most exciting to me…about investing in private markets is number one, the opportunity to participate and invest with some of the most promising founder-led companies.” Private markets remain more opaque and less efficient than public markets. That is a challenge for investors, but also an opportunity to find potential upside and compelling stories to share with clients. Watch Robert Picard of Hightower Advisors discuss the many exciting opportunities he sees in private markets: https://lnkd.in/etxs6VdD #privatemarkets #investment #wealthmanagement
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"Custom funds represent an encapsulation of why we founded Opto and the problems we hoped to solve in the world." Jacob M. discusses how Opto's custom funds help mitigate the misaligned, complex, and messy nature of private markets with innovative technology and expertise. Our approach offers a unique opportunity to create custom entities that closely align with clients’ private investment goals. Read more about our custom funds solution: https://lnkd.in/eCWs8ccr #privatemarkets #customfunds #wealthmanagement
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We love our Opterns! Happy National Intern Day Meg Yuan Bryce Shufro Aditya Prasad Jon Jafarnia Aidan Pratt 🥑 Neil Gupta
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Opto Investments reposted this
"Success is not just about crossing the finish line first … It’s about learning from each experience, and applying what you learn.” For those inspired, as I am, by the dedication of high-caliber athletes, and with the Paris Olympics approaching, it's worth considering the lessons we can learn from their success. My own two decades as an adventure racer have taught me a great deal applicable to the business world. Highs and lows are incredibly valuable in both arenas, which at Opto translates to a culture of continuous learning and honest communication. Here is a deeper look at my journey: https://lnkd.in/gTQUxemb
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“What is most exciting to me…about investing in private markets is number one, the opportunity to participate and invest with some of the most promising founder-led companies.” Private markets remain more opaque and less efficient than public markets. That is a challenge for investors, but also an opportunity to find potential upside and compelling stories to share with clients. Watch Robert Picard of Hightower Advisors discuss the many exciting opportunities he sees in private markets: https://lnkd.in/etxs6VdD #privatemarkets #investment #wealthmanagement