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RIA Edge Private Markets
December 4th, 2025
Convene 360New York, NY

Opto Investments

Profile

Opto Investments is engineering the future of private markets, offering the solution for wealth managers to efficiently deliver differentiated private investment programs. Opto’s end-to-end technology streamlines building, fundraising, and managing bespoke private markets funds or programs, allowing independent advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by Joe Lonsdale, the entrepreneur behind Palantir and Addepar, and backed by investors including 8VC and DFO Management, Opto forged a business free from the legacy incentives on which private markets investing is built. Opto is not compensated by fund managers, enabling an undiluted focus on quality.