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 ...

Pontera, the fintech firm with a focus on helping advisors manage and oversee held-away retirement assets, has forged a new partnership with hybrid RIA Snowden Lane, while Opto Investments helps an ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch ...

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 ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Melissa is a writer based in Brooklyn. New York diners know that 20th Street is packed with excellent eateries (Gramercy Tavern, ...

Opto Investments ("Opto"), a platform that streamlines the entire private markets lifecycle to enable wealth managers and institutions to build, execute, and manage programs at scale, today announced ...