Opto Investments

Opto Investments

HQ
New York , NY
Total Offices: 2
55 Total Employees
Year Founded: 2020
Opto is the wealth management community’s long-term partner for building smarter private markets portfolios

We are a team of technologists, investors, allocators, and operational specialists from the world's top financial institutions and technology companies, with a mission to build a tech-driven private markets solution for the wealth management community. We offer an expertly-curated selection of investments across private asset classes, and build fully-customized solutions for fiduciaries, with a platform that handles portfolio construction, client communication, and investment lifecycle management.


Opto Investments Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.

Typical time on-site: Not Specified
HQNew York , NY
Los Angeles, CA
Learn more

What the Team is Saying

Manny Uwakwe
Paul Karayan
Erika Jesse

Technology We Use

CSS
CSS
LANGUAGES
Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
Python
Python
LANGUAGES
TypeScript
TypeScript
LANGUAGES
HubSpot
HubSpot
CRM

Articles We're In

Image: Shutterstock
Alyssa Schroer Alyssa Schroer
Published on May 01, 2024

116 Fintech Companies and Startups to Keep in Your Back Pocket

These innovative companies are revolutionizing the fintech space.

Jenny Lyons-Cunha Jenny Lyons-Cunha
Updated on April 26, 2024

‘Collaboration Is a Muscle’: How Opto Investments Flexes Its Company Culture

In the fintech industry, there is strength in cross-functional collaboration. Three of Opto Investments’ team members sat down with Built In to discuss the importance of healthy communication.

Shutterstock
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Olivia McClure Olivia McClure
Updated on March 22, 2024

Inside Opto Investments’ Growth Journey Toward ‘New Avenues for Expansion’

Committed to driving progress in the private markets sector, the company is ensuring its product initiatives — and people — are primed for growth.

Opto Investments
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