Opto Investments, founded in 2020, is a fintech company headquartered in New York and San Francisco. It builds technology that changes how wealth managers access and manage private markets investments. The firm employs 61 people and operates at the intersection of software engineering, investment technology, and financial services.
The company's core product is the Opto Investment Platform, an end-to-end solution designed for independent investment advisors (RIAs), family offices, and private banks. The platform enables these firms to build, fundraise for, and manage bespoke private investment programs. It automates administrative processes across the full investment lifecycle, including modeling allocations, evaluating funds, managing capital calls, and delivering client reporting.
Opto Investments brings together Silicon Valley engineering talent with experienced investors. Engineers work alongside domain experts, and the firm describes its culture as one of collaboration, transparency, and principled decision-making. The company takes a fiduciary-first approach and encourages strong opinions and purposeful execution.
