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Opto Investments

Opto Investments

Software DevelopmentFlag of USManhattan, New York, United States51-100 Employees

Company overview

Headquarters31 W 27th St, Suite 605, New York, NY 10001, US
Website
Keywords
Financial Advisors, RIA, Financial Services, Software Development, Private Markets, Alternative Investing
Founded2020
Employees51-100
Socials

Key Contacts at Opto Investments

Flag of US

Jacob Miller

Co-Founder

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Eytan Schindelhaim

Head Of Product

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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.

FormatExamplePercentage
{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.

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Opto Investments revenue & valuation

Annual revenue$2,900,000
Revenue per employee$37,000
Estimated valuation?$9,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Head

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.

jQuery CDN

jQuery CDN

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

Amazon SES

Amazon SES

Email

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Slick

Slick

JavaScript libraries

Vimeo

Vimeo

Video players

PWA

PWA

Miscellaneous

Goober

Goober

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Envoy

Envoy

Reverse proxies

Heap

Heap

Analytics

Cloudflare

Cloudflare

CDN

Frequently asked questions

Opto Investments is located in Manhattan, New York, US.
Opto Investments was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Opto Investments has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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