Opto Investments, Inc.
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Opto Investments, Inc. - overview
Established
2021
Location
New York, NY, US
Primary Industry
Financial Services
About
Based in New York, US, and founded in 2021, Opto Investments, Inc. , also known as Opto Investor, and Opto SPV, operates as a financial service company empowering registered investment advisers (RIA) with a private investment insight platform. In September 2022, the firm raised USD 145 million in Series A funding led by new investor Tiger Global Management, with participation from other new investors 8VC, Clocktower Technology Ventures, Fin Venture Capital, etc. The firm as of September 2022, has a team strength of 45 members and is led by its co-founders Mark Machin (CEO) and Joe Lonsdale (Chairman).
The company provides independent investment advisors with a private market landscape around its customer’s clients and their practice goals and risk tolerance, insights, diligence, and tools to help them discover, execute, and service private investment strategies. The company’s software also helps its customers craft investment plans and narratives for their clients along with monitoring positions, capital call schedules, investor servicing, and reporting services. The company plans to utilize its September 2022 funding to scale its business and recruit more teams.
Current Investors
Tiger Global Management, MSD Capital, 8VC
Primary Industry
Financial Services
Sub Industries
e-Financial, Accounting/Finance Software
Website
www.optoinvest.com
Verticals
FinTech
Company Stage
Series A
Total Amount Raised
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