Opto Investments
Overview
Opto Investments is a technology-driven private markets investment firm based in New York, NY. The firm specializes in providing wealth managers with an end-to-end solution to build, fundraise for, and manage private investment programs at scale. Opto's platform streamlines the private markets lifecycle, enabling independent investment advisors, family offices, and private banks to efficiently deliver bespoke private markets programs without scaling their teams. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, Opto is backed by investors including 8VC and Michael Dell’s DFO Management. The firm offers a comprehensive suite of services, including fund formation, fundraising support, and investment management, covering asset classes such as private equity, private credit, real estate, venture capital, and infrastructure. Opto's platform integrates with major custodians and reporting providers, facilitating seamless operations for wealth managers. Opto's investment approach is characterized by a focus on quality and alignment with client interests. The firm does not receive compensation from fund managers to offer funds, ensuring an undiluted focus on quality. Opto's team combines exceptional Silicon Valley engineers with industry specialists who have spent their careers navigating the complexities of private markets, working hand-in-hand to rapidly solve partners’ toughest challenges.
Investment Focus
- Accredited investors only
- Commitment to long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Opto Investments
What sectors does Opto Investments invest in?
Opto Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Opto Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does Opto Investments invest at?
Opto Investments backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Opto Investments invest in?
Opto Investments invests across United States.
Who are the partners at Opto Investments?
Team members listed for Opto Investments include Erika Jesse (People Business Partner) and Matt Dunn (Head of Marketing, Communications & Partnerships).
What companies has Opto Investments invested in?
Opto Investments's portfolio includes Mercer Advisors, ShoreHaven Wealth Partners and Cary Street Partners.
How do I contact Opto Investments?
Opto Investments's contact details are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database