Venturi Private Wealth, an independent wealth management firm and multi-family office serving entrepreneurs, ultra-high-net-worth (UHNW) individuals and families, and private foundations, has announced its partnership with Opto Investments, an unrelated third-party that provides a technology-led solution to simplify private markets investing and servicing for independent investment advisers and family offices. Venturi will leverage Opto’s platform to scale its existing private markets program and identify new opportunities across private credit, private equity and real estate. The firm will also use the platform to manage the administrative and operational complexities of its private funds going forward.
Opto’s end-to-end platform will simplify private investing for Venturi’s client base of investors, enabling them to participate in a curated portfolio of private investments with low minimums and a streamlined operational experience. Venturi will further develop its tot
