Public company, workplace, funding, and market signals
Updated Aug 16, 2026
Opto Investments is a private-markets technology and investment platform for independent wealth managers, RIAs, family offices, and private banks. It combines investment sourcing and diligence with portfolio construction, custom-fund creation, subscriptions, capital-call administration, reporting, and client communications.
Primary product
An end-to-end private-markets platform that helps wealth managers build, fundraise for, and manage customized private-investment programs.
Founded
2020
Headquarters
31 W 27th St, Suite 605, New York, NY 10001, United States
Team size
51-200
Industry
Software Development
Sub-industry
Fintech / private-markets investment technology
Offices
Business model
Stage
Late-stage venture / Series A-plus private company
Total raised
$164M
Latest round
Funding round · Apr 2024
Latest amount
$19M
Apr 2024
Sep 2022 · Tiger Global Management
Nov 2020
Leadership
Chief Executive Officer
Joe Lonsdale
Founder
Co-Founder; Chief Solutions Officer
Co-Founder & Chief Technology Officer
President; Head of Investment Management
Head of Product
Head of Legal - Corporate and Risk
Head of Investment Operations
Public recruiting and company materials emphasize a technology-led, fiduciary-first culture combining software engineering with investment expertise. The company describes itself as building a long-term platform rather than optimizing for legacy private-markets incentives. Public employer signals include a 4.2/5 rating from five reviews, with reported work-life balance of 4.6/5 and compensation of 5.0/5; these are limited and should not be treated as representative.
Compensation
Client-facing pricing reported by Financial Planning is approximately a 30-basis-point annual management fee during the launch period, declining to 25 basis points after the investment period, plus a 5% performance fee. Typical client minimums are reported as approximately $100,000-$250,000, although Opto enables partner firms to customize minimums. Employee compensation data was not publicly established.
Pricing
Variable management and performance fees for investment programs; reported example is approximately 30 bps during launch, 25 bps thereafter, plus a 5% performance fee. Exact commercial pricing varies by partner and program.
Differentiators
Technology
Customers
Competitors
Estimated revenue
$1M-$10M; one third-party estimate reports approximately $2.9M annual revenue
Estimated monthly visits
8.7K
Traffic estimate as of Jun 2026
Quotient Wealth Partners · Dec 2025
The two RIAs partnered with Opto to build custom private-markets funds and streamline diligence, subscriptions, digital signatures, K-1 delivery, reporting, and portfolio construction. The firms collectively reported more than $5.8 billion in assets.
Private Banker International · Jul 2025
Fi3 partnered with Opto to improve private-markets operations, consolidate performance data, create annual vintage-fund programs, automate subscription documents and digital signatures, and integrate with Addepar.
Business Wire · May 2025
Venturi, a roughly $3 billion wealth-management firm, announced a partnership to use Opto for private-credit, private-equity, and real-estate opportunities, custom funds, consolidated reporting, tax documentation, and operational administration.
WealthManagement.com · Dec 2024
Opto launched Planner, a portfolio-allocation and pacing tool intended to help advisors set private-markets targets, align risk with client circumstances, and stage investments over time.
InvestmentNews · Aug 2024
The partnership targeted easier RIA access to private equity, venture capital, real estate, and private credit through custom funds, digital subscriptions, capital-call administration, and tax reporting. Reporting stated that Opto served more than 200 RIA firms at the time.
1 job at Opto Investments