Opto
New York City, US · Founded 2020 · 72 employees on LinkedIn · 4 known investors
Find your way into Opto
1,231 people in our graph share verified history with the Opto team — schools, employers, funds. One of them is your warm intro.
Paul Kwanunlockedknows Joe Lonsdale · together at Stanford University (overlapped)
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knows the team · via University of California, Berkeley, Haas School of Business
×6knows the team · via 8VC
×3knows the team · via Stanford University
knows the team · via Formation 8
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.
Founders & leadership
Opto was founded in 2020 by Joe Lonsdale, Jacob Miller, and Matt Reed.
JL
Joe Lonsdalein𝕏Co-Founder, ChairmanFounder & Managing Partner of 8VC; co-founder of Palantir and Addepar
JM
Jacob MillerinCo-Founder, Chief Solutions OfficerJacob Miller is co-founder and Chief Solutions Officer of Opto, a platform that enables wealth managers to build and manage private market investment programs. He has investment experience across multiple asset classes, markets, and geographies.
MR
Matt ReedinCo-Founder, Chief Technology OfficerMatt Reed is Co-Founder and Chief Technology Officer of Opto, which provides a platform for wealth managers to build and manage private market investment programs. He has led full-stack engineering teams and worked on systems involving APIs, integrations, data aggregation, and portfolio management.
Investors · 4
Competitors · 10
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 a data and intelligence platform for investment teams, M&A professionals, and corporate development teams to source, evaluate, and value private company investments through integrated asset, fund, and performance data.
Corporatefinanceinstitute119 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
Exit Blackstone108 shared keywordsBlackstone is a publicly listed alternative asset manager with about $1.3 trillion in assets under management.
Hamiltonlane105 shared keywordsHamilton Lane is an investment manager serving institutional and private wealth investors globally with exposure to private markets, including private equity, infrastructure, credit, and other alternative assets. The firm has over 35 years of experience providing tailored solutions and client service to more than 2,900 institutional and private wealth clients worldwide.
iCapital102 shared keywordsiCapital operates a platform that provides wealth managers and financial advisors access to structured investments, annuities, and defined outcome ETF solutions through integrated marketplaces, educational resources, and portfolio management tools. The platform serves financial professionals seeking to incorporate risk-managed investment products into client portfolios.
Interactive Strength Acquires Ergatta100 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Kkr93 shared keywordsKKR is a global investment firm that manages private equity, infrastructure, real estate, and credit funds, and provides capital markets and insurance solutions for institutions and qualifying 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.