Opto Investments expands offerings
Other - SEPTEMBER 11, 2023

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Opto Investments expands offerings

by Released

Opto Investments has launched new custom fund capabilities, which enable the creation of white-label fund strategies encompassing private credit, equity, real estate, venture capital and infrastructure.

The new offering aims to help RIAs to efficiently create, execute and manage custom fund strategies to address the unique needs of their high-net-worth and ultra-high-net-worth clients. Opto provides educational resources that help advisers elevate their private markets knowledge and arm them with materials to support better conversations with clients.

“The rollout of Opto’s custom fund capabilities reflects our commitment to supporting advisers and giving them personalized solutions to navigate private markets effectively,” said Ryan VanGorder, CEO at Opto. “We're focused on helping advisors to not just compete but to stand out, providing them with avenues to offer unparalleled value to their clients. This new approach is set to elevate the private markets inve

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