Fundraising Fox

Opto

New York City, US Β· Founded 2020 Β· 4 known investors

optoinvest.com β†—

Opto builds an end-to-end platform for wealth managers to construct, fundraise for, and manage private market investment programs. The company serves financial advisors and wealth management firms seeking to offer alternative investments to their clients.

Enterprise SoftwareFintechSaaS

Founders & leadership

Opto was founded in 2020 by Joe Lonsdale, Jacob Miller, and Matt Reed.

JLJoe Lonsdale
Joe Lonsdalein𝕏Co-Founder, ChairmanFounder & Managing Partner of 8VC; co-founder of Palantir and Addepar
JMJacob Miller
Jacob MillerinCo-Founder, Chief Solutions Officer
MRMatt Reed
Matt ReedinCo-Founder, Chief Technology Officer

Investors Β· 4

Competitors Β· 8

by search overlap
Moonfare160 shared keywordsMoonfare operates a digital platform that gives professional and qualified private investors access to top-tier private equity and venture funds through pooled feeder vehicles with lower minimum allocations. It also runs a digital secondary market (in partnership with Lexington Partners) for buying and selling fund stakes, and offers a "Powered by Moonfare" white-label solution for advisors.
Industries142 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
Preqin125 shared keywordsPreqin provides private markets data, analytics, and benchmarking across private equity, venture capital, hedge funds, real estate, private credit, infrastructure, secondaries, and natural resources. Its products serve fund managers, investors, consultants, banks, and other financial professionals for fundraising, manager selection, due diligence, and performance analysis.
Hamiltonlane105 shared keywordsHamilton Lane is a private markets investment management firm offering asset management, advisory solutions, and private wealth strategies backed by proprietary market data and technology. It serves institutional investors and wealth professionals seeking access to diversified private markets portfolios.
iCapital102 shared keywordsiCapital provides a technology platform for the alternative investments industry, offering tools for education, due diligence, portfolio analytics, investment structuring, fund distribution, investor onboarding, and transaction processing. It serves wealth managers, financial advisors, and asset managers such as Blackstone and J.P. Morgan to access and manage alternative investment strategies for private wealth investors.
Interactive Strength Acquires Ergatta100 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Kkr93 shared keywordsKKR is a global investment firm that manages capital across asset classes including private equity and credit, serving institutional and individual investors.
EQT Group87 shared keywordsEQT Group is a global private markets firm that invests and builds across private capital, infrastructure, and real estate. It manages €000bn in assets under management and employs over 1,000,000 people across 330+ portfolio companies worldwide.

Companies competing with Opto for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Opto do?
Opto builds an end-to-end platform for wealth managers to construct, fundraise for, and manage private market investment programs. The company serves financial advisors and wealth management firms seeking to offer alternative investments to their clients.
Who founded Opto?
Opto was founded by Joe Lonsdale, Jacob Miller, Matt Reed in 2020.
Who are Opto's investors?
Opto's investors include 8VC, Brave Capital, Brewer Lane Ventures, Clocktower Ventures.
Where is Opto headquartered?
Opto is headquartered in New York City, US.