Investment Platforms

Opto Investments

New York
40+ employees

Opto Investments is a platform that helps RIAs access private market investments in venture, private equity, real estate, private credit and infrastructure.

The platform manages the process from beginning to end, including sourcing, diligence, and subscribing to funds; monitoring positions, capital call schedules, investor servicing and reporting.

The team sources and vets all investments on the platform, and also invests as principals.

Opto was co-founded in 2022 by the founder of Addepar.

Last checked or updated:
7/6/2023

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