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Opto Investments

Opto Investments

Tech-driven private investment platform for RIAs

Fintech

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Company Overview
Opto Investments offers a tech-driven private investment platform tailored for RIAs, providing a curated selection of investments in private credit, equity, real estate, and venture capital. The platform empowers wealth management professionals to build customized portfolios and experience private markets through relentless technological innovation.
Fintech

Company Stage

Series A

Total Funding

$145M

Founded

2020

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

24%

1 year growth

27%

2 year growth

41%