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 ...

Conway Investment Solutions and private markets wealth tech platform Opto Investments formed a strategic partnership to provide RIAs access to bespoke, actively managed private market vintage funds.

Opto Investments, a fintech platform for private market investments, has introduced a new capability to help firms build tailor-made investment plans for their clients' financial objectives. In a ...

Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base Fidelis Capital ("Fidelis"), an advisor-owned ...

EP Wealth Advisors, an RIA with $26 billion in AUM, is partnering with Opto Investments, an alts tech platform based in New York City, to create custom fund strategies to help EP advisors better ...

Opto 22 announces the latest firmware version 3.4 for the groov EPIC edge programmable industrial controller from Opto 22, along with firmware version 3.4 for the groov RIO edge I/O module. Both are ...

The firm, which specializes in providing financial advisors greater access to private market investments, says the enhancements enable the creation of white-label fund strategies encompassing private ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution for private market access for independent investment advisors, announced today that it has emerged from stealth ...

Pierce Corporate Finance is pleased to announce the successful completion of a Management Buyout (MBO) at Leigh-based Plus Opto Limited, achieving an important milestone in the company’s succession ...

Leaders from both firms say the deal between wealthtech startup Opto Investments and financial services operating firm Merchant Investment Management isn't just about providing financial advisors ...