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 ...

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 ...

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 ...

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 ...

The race to get into advisors' tech stacks with AI continues its fast and furious pace this week as Opto Investments welcomes a CAIS veteran to a leadership role, while Jump and Zocks each announce ...