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Opto Investments

New York, New York, USA
60 Total Employees
Year Founded: 2020
Opto connects financial advisors to the tools and resources they need to access to alternative investments.

We are a team of technologists, investors, allocators, and operational specialists from the world's top financial institutions and technology companies, with a mission to build a tech-driven private markets solution for the wealth management community.

We offer an expertly-curated selection of investments across private asset classes, and build fully-customized solutions for fiduciaries, with a platform that handles portfolio construction, client communication, and investment lifecycle management.


Opto Investments Offices

Hybrid Workspace

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

Our flexible approach means you choose where you work: at home, in one of our offices, or somewhere else.

Typical time on-site: Not Specified
New York, New York, USA

What the Team is Saying

Manny Uwakwe
Paul Karayan
Erika Jesse

Articles We're In

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Olivia McClure Olivia McClure
Published on March 22, 2024

Inside Opto Investments’ Growth Journey Toward ‘New Avenues for Expansion’

Committed to driving progress in the private markets sector, the company is ensuring its product initiatives — and people — are primed for growth.

Author Unknown
Updated on December 08, 2023

How These Hybrid Companies Throw Truly Memorable In-Person Events

Harry’s Inc. and Opto Investments know that, although their employees want the opportunity to work remotely, they still value the chance to connect with their colleagues in-person.

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Jenny Lyons-Cunha Jenny Lyons-Cunha
Updated on September 29, 2023

‘Collaboration Is a Muscle’: How Opto Investments Flexes Its Company Culture

In the fintech industry, there is strength in cross-functional collaboration. Three of Opto Investments’ team members sat down with Built In to discuss the importance of healthy communication.

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Technology We Use

AWS (Amazon Web Services)
AWS (Amazon Web Services)
SERVICES
CSS
CSS
LANGUAGES
Docker
Docker
FRAMEWORKS
GitHub
GitHub
SERVICES
JavaScript
JavaScript
LANGUAGES
Kubernetes
Kubernetes
FRAMEWORKS
Next.js
Next.js
FRAMEWORKS
Pandas
Pandas
LIBRARIES
Playwright
Playwright
FRAMEWORKS
PostgreSQL
PostgreSQL
DATABASES
Python
Python
LANGUAGES
React
React
LIBRARIES
Redis
Redis
DATABASES
Snowflake
Snowflake
DATABASES
SQL
SQL
LANGUAGES
TypeScript
TypeScript
LANGUAGES
Asana
Asana
PROJECT MANAGEMENT
Confluence
Confluence
PROJECT MANAGEMENT
Figma
Figma
DESIGN
Google Analytics
Google Analytics
ANALYTICS
Miro
Miro
DESIGN
HubSpot
HubSpot
CRM
ZoomInfo
ZoomInfo
LEAD GEN
Google Hangouts
Google Hangouts
COLLABORATION
Slack
Slack
COLLABORATION