Opto Investments

OptoInvest provides a technology-based investment platform tailored for the wealth management sector, focusing on private markets such as private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by offering curated investment opportunities and customizable solutions. Unlike many competitors, OptoInvest invests its own capital in the deals it presents, ensuring that its interests align with those of its clients, as it does not receive fees from fund managers. This unique model fosters trust and commitment to client success. The platform enhances user experience through intelligent workflows that reduce paperwork and save time, while also managing all aspects of portfolio construction and client communication. OptoInvest aims to build long-term partnerships with clients, providing ongoing support and access to exclusive investment opportunities to help them create effective private market portfolios.