Opto Investments, a platform aimed at providing wealth managers access to private market investments, has introduced new custom fund capabilities. With the addition, RIAs are able to create ...

Opto Investments, a fintech platform for private market investments, has introduced a new capability to help firms build tailor-made investment plans for their clients' financial objectives. In a ...

Opto Investments has teamed up with tru Independence to provide a broad menu of private investment strategies to 30-plus independent registered investment advisory firms—overseeing some $12 billion in ...

Leaders from both firms say the deal between wealthtech startup Opto Investments and financial services operating firm Merchant Investment Management isn't just about providing financial advisors ...

The firm, which specializes in providing financial advisors greater access to private market investments, says the enhancements enable the creation of white-label fund strategies encompassing private ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution for private market access for independent investment advisors, announced today that it has emerged from stealth ...

EP Wealth Advisors, an RIA with $26 billion in AUM, is partnering with Opto Investments, an alts tech platform based in New York City, to create custom fund strategies to help EP advisors better ...

Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients Opto’s ...