Opto Investments, a tech-driven private markets platform, has announced leadership appointments and introduced product enhancements to further enhance its experience for wealth advisors throughout their investment journeys.
Co-founder Jake Miller has been named chief solutions officer, responsible for enhancing Opto’s partnerships with registered investment advisory practices and integrating institutional-quality investment techniques into the platform. Matt Reed, also a co-founder, has assumed the role of chief technology officer, focusing on the continuous development and smooth operation of Opto’s proprietary technology stack.
In addition to the leadership appointments, Opto has rolled out enhancements to its platform. The CIO toolkit allows investment managers to streamline complex analytical workflows by conducting comprehensive analyses of their client roster and demographics. Opto also offers pre-trade analysis of private markets opportunities as well as fund creation and management to let advisors create fully customized and white-labeled funds.
