Opto Investments ("Opto") is announcing the close of its AI-focused venture fund ("AI Fund"). Opto is a platform that helps RIAs and family offices build proprietary private markets funds, and creates ...

Opto Investments, a platform aimed at providing wealth managers access to private market investments, has introduced new custom fund capabilities. With the addition, RIAs are able to create ...

Forbes contributors publish independent expert analyses and insights. Laurie Werner is a New York-based writer covering travel and food. When celebrated Venice, California restaurant Gjelina arrived ...

RIA service platform tru Independence is teaming with Opto Investments to beef up private market access to tru's network of more than 30 independent RIAs servicing approximately $12 billion in assets.

Private markets investor and family office innovator to deepen Opto’s presence in the wealth community Opto Investments (“Opto”), a platform that streamlines the entire private markets lifecycle to ...

Opto Investments has teamed up with tru Independence to provide a broad menu of private investment strategies to 30-plus independent registered investment advisory firms—overseeing some $12 billion in ...

Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients Opto’s ...