WebSep 20, 2024 · 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 with $145 million in Series A financing. Opto is led by Co-Founder and CEO Mark Machin, with Co-Founder Joe Lonsdale serving as Chairman. WebMar 30, 2024 · Opto Investments (“Opto”), the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced that it has been selected as winner of the “Best Alternative Investment Platform” award in the 7 th annual FinTech Breakthrough Awards program operated by FinTech Breakthrough …
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WebMar 30, 2024 · The Opto team also partners with each advisor to ensure investments are well-suited to their clients. “As the traditional 60/40 portfolio has continued to struggle over the years, the need for alternative investments access has been gaining traction, especially among high-net-worth and ultra-high-net-worth investors,” said James Johnson ... WebSep 21, 2024 · Opto Investments, a US-based technology-enabled solution that offers private market access to independent investment advisors, has secured an investment of $145m … Web1 day ago · Opto Investments, a platform aimed at ... Bruckenstein said there is “an appetite for alternative investments in the RIA community.” To be sure, it remains to be seen how eager advisors are to ... birch bark pitch