Opto Investments

Opto Investments

New York, NY
55 Total Employees
Year Founded: 2020
Opto connects financial advisors to the tools and resources they need to access to alternative investments.

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.

Our flexible approach means you choose where you work: at home, in one of our offices, or somewhere else.

Typical time on-site: Not Specified
New York, NY

What the Team is Saying

Manny Uwakwe
Paul Karayan
Erika Jesse

Technology We Use

CSS
CSS
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Java
Java
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JavaScript
JavaScript
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Python
Python
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TypeScript
TypeScript
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Articles We're In

Olivia McClure Olivia McClure
Published 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.

Built In Staff, With AI Built In Staff, With AI
Updated on March 11, 2024

Opto Investments Furthers Leadership With CSO, CTO Appointments

Co-founders Jake Miller and Matt Reed have been named chief solutions officer and chief technology officer, respectively.

Author Unknown
Updated on December 08, 2023

How These Hybrid Companies Throw Truly Memorable In-Person Events

Harry’s Inc. and Opto Investments know that, although their employees want the opportunity to work remotely, they still value the chance to connect with their colleagues in-person.

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