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 4,155 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
Get directions
335 Madison Ave
New York, NY 10017, US
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Get directions
Pier 5, Suite 101
San Francisco, CA 94111, US
Employees at Opto Investments
Updates
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Technology is moving into a new frontier - namely space - and family offices see attractive investment opportunities. Our co-founder Jacob Miller speaks with Marcus Baram from Crain Currency about why private investors are increasingly enthusiastic about the sector and shares his views on six core areas worth considering. For more of Jake’s insights on the future of investing in space: https://lnkd.in/en54DWEF #privatemarkets #wealthmanagement
Family offices set sights on space, as new investments propel industry
craincurrency.com
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Our CEO Ryan V. joined Jason M. Pereira on his Fintech Impact podcast to discuss Opto’s due diligence and investment processes, along with our approach to building private markets custom funds. Listen to the full conversation here: https://lnkd.in/e_rBnDmY Interested in learning more? Let’s start a conversation: https://lnkd.in/g3BPwH8S #wealthmanagement #privatemarkets
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“There’s no deficit of good ideas.” Our co-founder Jake Miller and WealthManagement.com’s David Bodamer discuss interesting early-stage venture opportunities, sensible valuations, and why VC manager selection is critical. Listen to the full conversation: https://lnkd.in/evxBk8av #VentureCapital #PrivateMarkets
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Philosophy, partnership and people. These are the core values that Donald Calcagni, chief investment officer at Mercer Advisors, identified as key to their decision to partner with Opto to support its private markets offering. Watch the full video [and relevant disclosures]: https://lnkd.in/gSTgwVr2 Learn more: https://lnkd.in/gawx3gtG
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“Some of the large-cap managers are actually partnering and allocating to smaller, more capacity-constrained boutique managers to supplement deal flow.” Our Chief Investment Officer, Matthew Malone, CFA, discusses the rapid growth of private credit strategies, and the niches where he sees potential opportunities. Interested in learning more about private credit strategies? Read our private credit white paper and then let’s have a conversation. https://lnkd.in/eiFDXzkX #privatecredit #wealthmanagement
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“When you have that type of end-to-end technology, what it really does is it makes your private markets platform quite scalable.” Donald Calcagni, CIO of Mercer Advisors, discusses the differentiated technology to support private markets portfolios developed by Opto: https://lnkd.in/gsyeu8y5 Put simply, we are changing the way fiduciaries experience #privatemarkets through relentless technological innovation. See relevant disclosures in videos and at optoinvest.com.
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“We love to make things easy.” Our CEO Ryan V. joined Jason M. Pereira, host of the Fintech Impact podcast, to talk about how Opto’s technology is making it easier for RIAs to access the rapidly expanding universe of private investments. Listen to the full conversation here: https://lnkd.in/e_rBnDmY Visit our Insights to learn more about private markets: https://lnkd.in/eyhK2sjA #privatemarkets #wealthmanagement #fintech
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“What’s really important to us is an integrated approach.” Comprehensive due diligence is a critical part of an effective private markets investments approach. Matthew Malone, CFA, our head of investment management, explains the importance of integrating - not separating - investment and operational due diligence for a more holistic approach. Learn more: https://lnkd.in/g3BPwH8S #privatemarkets #wealthmanagement #duediligence
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“Shouldn't you be investing just like one of the leading university endowments or your average billionaire?” Hightower Advisors’ head of alternative investments Robert Picard discusses why private markets strategies have long been a staple in institutional and ultra-high-net-worth investors’ portfolios. Looking for ways to help your clients better understand private markets? Visit our Insights: https://lnkd.in/eyhK2sjA #wealthmanagement #privatemarkets