Opto Investments

HQ
New York, New York, USA
Total Offices: 2
65 Total Employees
Year Founded: 2020
Our mission is to empower fiduciaries with the technology to confidently invest in private markets
Opto Investments (“Opto”) are 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, Opto set out to forge a business free from the faulty legacy incentives on which private markets investing is built. Opto are not compensated by fund managers to offer funds, which enables an undiluted focus on quality.

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.

Opto Investments Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We take a flexible approach to working arrangements, based upon your needs and those of our business, spanning the spectrum from fully remote to fully in-office.

Typical time on-site: Flexible
Company Office
HQNYC Office
SF Office
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What the Team is Saying

Matt Malone
Erika Jesse

Technology We Use

AWS (Amazon Web Services)
AWS (Amazon Web Services)
SERVICES
CSS
CSS
LANGUAGES
GitHub
GitHub
SERVICES
JavaScript
JavaScript
LANGUAGES
Python
Python
LANGUAGES
React
React
LIBRARIES
TypeScript
TypeScript
LANGUAGES
HubSpot
HubSpot
CRM
LinkedIn SalesNavigator
LinkedIn SalesNavigator
CRM
Google Hangouts
Google Hangouts
COLLABORATION