Opto Investments
Platform for wealth managers to build and run private markets programs.
optoinvest.comOpto sells technology and fund-structuring help so RIAs, family offices and private banks can model allocations, raise capital and manage private markets programs. The company says a feeder fund can launch in about two to three weeks after a letter of intent.
It emerged from stealth in September 2022 with a $145 million Series A led by Tiger Global, per a Business Wire release. Most sources place it in New York and give a 2020 founding.
What it does
- Allocation modeling
- Custom feeder and proprietary funds
- Investment servicing
- Due diligence datasets
Coverage
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