Opto Investments Appoints Warren Seubel as VP of Sales and Revenue

Seubel will lead the firm’s efforts across RIAs, family offices and institutional investors, helping clients diligence private markets programs.
InvestmentNews

Fintech bytes: Opto taps CAIS veteran to oversee AI diligence tool rollout

Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI ...
Business Wire

Opto Investments Establishes Strategic Partnership with Mercer Advisors to Reinvent Clients’ Private Markets Experience

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with ...
Morningstar

Fidelis Capital Selects Opto Investments to Elevate its Private Markets Program for UHNW Families

Multi-family office leverages Opto platform to expand private markets access, deliver more personalized investments for ultra-high-net-worth client base Fidelis Capital (“Fidelis”), an advisor-owned ...
Financial Advisor

Fi3 Advisors Partners With Opto On Private Markets Offerings

Fi3 Advisors, a registered investment advisor and multifamily office in Indianapolis serving high-net-worth clients, has partnered with alts-tech platform Opto Investments to streamline its private ...
Business Wire

Quotient Wealth Partners, TritonPoint Wealth Form Joint Partnership with Opto Investments to Institutionalize Private Markets Programs

DALLAS & WASHINGTON--(BUSINESS WIRE)--Quotient Wealth Partners (“Quotient”) and TritonPoint Wealth (“TritonPoint”), today announced a joint partnership with Opto Investments, a technology-driven ...
MarketWatch

Fidelis Capital Selects Opto Investments to Elevate its Private Markets Program for UHNW Families

Fidelis Capital ("Fidelis"), an advisor-owned wealth management firm serving ultra-high-net-worth individuals (UHNWIs), multi-generational families and institutions, today announced a strategic ...