COMPANY PROFILE

Opto Investments

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Offers a complete solution for independent investment advisors to access private market investments

New York City, United StatesFounded 2020Fintech

Valuation $500M–1B Last recorded · 2022

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $100–500M Disclosed equity funding

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About Opto Investments

OptoInvest is a tech-driven private markets investment solution designed specifically for the wealth management community. The company operates in the private markets sector, serving fiduciaries with a platform that simplifies the investment process in private credit, private equity, real estate, venture capital, and more.

OptoInvest's business model is unique in that it aligns its incentives with its clients. The company invests its own capital in the deals it offers on its platform and does not receive compensation from fund managers. This approach ensures that the company's interests are directly tied to the success of its clients' investments.

The company's platform is designed to improve investment outcomes and client experiences. It offers expertly curated investments and the ability to build fully-customized solutions for fiduciaries. The platform also features intelligent workflows and a user-friendly design that minimizes paperwork and saves time, thereby enhancing the client experience.

OptoInvest also provides long-term, hands-on guidance throughout the investment lifecycle. The company develops long-term partnerships with its clients, offering support and access to differentiated opportunities to help them build smarter private markets portfolios.

In addition, OptoInvest's platform handles all aspects of portfolio construction, client communication, and investment lifecycle management. The company's network of top-tier private markets investors and allocators provides frequent, timely, and actionable advice.

In terms of revenue, OptoInvest makes money by charging its clients for the use of its platform and the services it provides.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2020
Headquarters: New York City, United States
Employees: 75
Open positions: 4
Dealroom signal: 68.0/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Alternative Investments, Investing in Startups
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn

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News, research, reports and resources connected to this company by Dealroom

Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES AOther financing	Sep 2022	$145M	$580M	8VC · HOF Capital · DFO Management · Clocktower Technology Ventures	↗
SEEDOther financing	Nov 2020	$0	—	Undisclosed	—

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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Growth signals

Opto Investments website traffic

Latest recorded traffic for Opto Investments is 10K monthly website visits, down 50% over the last three months. Opto Investments's team declined 5.1% over the past year.

Latest monthly visits10K 3-month web change-50% 1-year team growth-5.1%

Monthly website visitsOct 2022–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Senior Product DesignerNew York, New York, United States, Northern America, Americas · Design · Aug 19, 2026 Software Engineer, ProductNew York, New York, United States, Northern America, Americas · Backend Development · Aug 18, 2026 Software Engineer, BackendNew York, New York, United States, Northern America, Americas · Backend Development · Aug 18, 2026 Infrastructure EngineerNew York, New York, United States, Northern America, Americas · Backend Development · Aug 11, 2026 Fund AccountantNew York, New York, United States, Northern America, Americas · Accounting · Jun 27, 2026

5 distinct openings shownExplore hiring signals →

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