Quotient Wealth Partners and TritonPoint Wealth have announced a joint partnership with Opto Investments, a technology-driven solution that streamlines the entire private markets lifecycle and enables wealth managers to build, fundraise for and manage programs at scale. This unique alliance brings together two fast-growing registered investment advisers (RIAs), both powered by Dynasty Financial Partners, to build a series of custom private markets funds that seek to enhance their clients’ portfolios and increase asset class diversification.
Having launched their respective firms in 2023 after leaving Goldman Sachs Personal Financial Management, Quotient and TritonPoint were in search of a solution to simplify the private markets experience for their distinct but complementary client bases. Managing more than $4 billion in assets, Quotient serves more than 2,000 affluent and high-net-worth families, primarily business owners, corporate executives and retirees. TritonPoint, w
