/Companies

Opto Investments

New York City, US · Founded 2020 · 72 employees on LinkedIn · 6 known investors

Find your way into Opto Investments

Each arrow is one introduction. Sign up to fill in the first one.

2,162 people can intro you to Joe

Ask Luke Bugbee to introduce you to Joe Lonsdale

You →Luke · together at Luminary →Joe

375 people can intro you to Jacob

Ask Jamie Chen to introduce you to Jacob Miller

You →Jamie · together at Opto Investments →Jacob

341 people can intro you to Matt

Ask Sam Okafor to introduce you to Matt Reed

You →Sam · together at Spot Trading →Matt

Sign up to find every way you can get introduced to Opto Investments

  • Your email: who you already know at Opto Investments, and who your contacts know
  • 2nd- and 3rd-degree connections: people you know who worked, studied or invested with the Opto Investments team
  • Your LinkedIn: the connections who can make the intro for you

We rank every route by how warm it is, so you raise on warm intros instead of cold emails.

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

JLJoe Lonsdale
Joe LonsdaleCo-Founder, ChairmanFounder & Managing Partner of 8VC; co-founder of Palantir and Addepar
JMJacob Miller
Jacob MillerCo-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.
MRMatt Reed
Matt ReedCo-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 · 6

Founder mafia

2 people who came through Opto Investments went on to found or lead other companies.

Related companies · 10

MoonfareMoonfare 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.
IndustriesJ.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.
PreqinPreqin 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.
CorporatefinanceinstituteCorporate 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 BlackstoneBlackstone is a publicly listed alternative asset manager with about $1.3 trillion in assets under management.
Hamilton Lane ImpactHamilton 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.
iCapitaliCapital 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 ErgattaFidelity 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.
KkrKKR 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.
NasdaqNasdaq operates a technology infrastructure platform for financial markets across three business segments: Capital Access Platforms (which includes listing services, indices, and analytics tools), Financial Technology (comprising compliance, regulatory, and capital markets software), and Market Services (equities and derivatives trading operations). The company serves financial institutions, listed companies, investment managers, and regulatory agencies globally.

Companies working in the same space as Opto Investments.

Frequently asked questions

What does Opto Investments 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 Investments?
Opto Investments was founded by Joe Lonsdale, Jacob Miller, Matt Reed in 2020.
Who are Opto Investments's investors?
Opto Investments's investors include 8VC, Brave Capital, Brewer Lane Ventures, Clocktower Ventures, Fin Capital, Zarco Investment Group.
Where is Opto Investments headquartered?
Opto Investments is headquartered in New York City, US.