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.