The IPA is honored to have Opto Investments as a member. Please take a few minutes to learn about their company and how they can help your business.
About
Opto Investments, Inc. (“Opto”) is a web-based digital platform that unlocks the ability for individual investors to explore and invest in highly sought after alternative investment programs. Opto empowers RIAs with the next-generation private investment platform by offering best-in-class software focused on providing the independent wealth manager the tools to build bespoke portfolios of private market assets based on individual client needs and goals. As a tech-native company Opto offers full integration into existing software platforms and seamless transactions. Opto’s proprietary portfolio construction software and education portal allows exploration within private markets – generating custom client-friendly proposals that can be executed on platform into a curated set of investment opportunities. Further aligning itself with the wealth manager, Opto is able to use its own capital to secure unique investment opportunities on behalf of its clients.
Business Mission
Empowering RIAs with the next-generation private investment platform.
For More Information:
Matt Malone
Head of Investment Management
301-442-7680
matt.malone@optoinvest.com
