Opto's Mission to Elevate the Private Investing Experience

Key Takeaways

  • Private markets remain opaque, with the lack of comprehensive data making it difficult for most people to approach investing in a sophisticated way.

  • Opto's vision is to eventually allocate trillions of dollars to higher-returning areas, partnering with RIAs to help them give clients access to opportunities they might not have otherwise seen, in a tailored way that's aligned with their goals and values.

  • Opto is different from other alternative investment access platforms in that we started off as a technology company. We are focused on building a solution in partnership with RIAs to solve their problems and make their businesses run better.