Investment Analyst
Opto InvestmentsSalary not specified
- Full Time
- Junior (1 to 2 years)
About Opto Investments
OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.
New York City, New YorkHeadquarters
2020Year Founded
$141MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Company Equity
Home Office Stipend
Phone/Internet Stipend
Risks
Increased competition from tech-driven platforms could erode Opto's market share.
Reliance on strategic partnerships may risk client engagement if outcomes are not met.
Potential regulatory changes could impact Opto's business model and increase costs.
Differentiation
Opto aligns its incentives with clients by investing its own capital in deals.
The platform offers expertly curated investments and fully-customized solutions for fiduciaries.
Opto provides long-term, hands-on guidance throughout the investment lifecycle.
Upsides
Partnership with Mercer Advisors enhances Opto's client offerings and market reach.
Launch of Planner tool streamlines investment processes for advisors, improving efficiency.
New leadership roles focus on strengthening brand presence and expanding market reach.
Funding
Total raised$141.05 M
Latest valuation$725.00 M
StageSERIES_A
$145
$725.00 M