Tag : Opto Investments

Opto Investments Appoints Warren Seubel as VP of Sales and Revenue
Fintech Investment Services News

Opto Investments Appoints Warren Seubel as VP of Sales and Revenue

Business Wire
by Business Wire0
Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients Opto Investments (“Opto”), a platform that streamlines the entire private markets lifecycle to enable wealth managers and institutions to build, fundraise for, and manage programs at......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
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