


Opto Investments
Software Development • Manhattan, New York, United States • 51-100 Employees
Company overview
| Headquarters | 31 W 27th St, Suite 605, New York, NY 10001, US |
| Website | |
| Keywords | Financial Advisors, RIA, Financial Services, Software Development, Private Markets, Alternative Investing |
| Founded | 2020 |
| Employees | 51-100 |
| Socials |
Key Contacts at Opto Investments
Jacob Miller
Co-Founder
Eytan Schindelhaim
Head Of Product
Matt Reed
Co-Founder & Cto
Opto Investments Email Formats
Opto Investments uses 3 email formats. The most common is {first initial} (e.g., j@optoinvest.com), used 70.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@optoinvest.com | 70.4% |
{first name} | john@optoinvest.com | 28.2% |
{first initial}.{last name} | j.doe@optoinvest.com | 1.4% |
About Opto Investments
Opto Investments (“Opto”) is engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs. Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, and backed by investors including 8VC and Michael Dell’s DFO Management, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto is not compensated by fund managers to offer funds, which enables an undiluted focus on quality. When Opto recommends an investment, it's with purpose. When they pass, it's with conviction. Clients can combine their best ideas with Opto’s in a bespoke partnership tailored to their needs. Opto’s platform automates admin processes across the entire private markets investment journey, saving advisors hours of time inputting client data, creating compelling proposals, completing subscription documents, managing capital calls, and delivering client communications. See applicable disclosures at https://www.optoinvest.com/disclaimers.
Opto Investments revenue & valuation
| Annual revenue | $2,900,000 |
| Revenue per employee | $37,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $9,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Opto Investments has 69 employees across 12 departments.
Departments
Number of employees
Funding Data
Opto Investments has never raised funding before.
Opto Investments Tech Stack
Discover the technologies and tools that power Opto Investments's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
CMS
JavaScript libraries
Video players
Miscellaneous
JavaScript libraries
JavaScript libraries
Reverse proxies
Analytics
CDN
Frequently asked questions
4.8
40,000 users



