Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base Fidelis Capital ("Fidelis"), an advisor-owned ...

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 ...

New York wealthtech startup Opto Investments has announced the launch of fresh custom funds capabilities among its RIA offerings. The firm, which specializes in providing financial advisors greater ...

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 ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch ...