Opto Investments Wins “Best Alternative Investment Platform” Award in 7th Annual FinTech Breakthrough Awards Program

NEW YORK–(BUSINESS WIRE)–Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, today announced that it has been selected as winner of the “Best Alternative Investment Platform” award in the 7th annual FinTech Breakthrough Awards program operated by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies, and products in the global FinTech market today. 

Opto is a private markets investment platform designed to give independent registered investment advisor (RIA) firms access to a curated selection of alternative investment opportunities in private credit, private equity, real estate, venture capital, and other hard-to-access asset classes. With access to exclusive alternatives managers, Opto works with advisors to build diversified, customized portfolios for their clients.

Opto typically invests in the various private funds it offers on the platform alongside RIAs, having carefully vetted each asset management partner and put them through rigorous due diligence. The Opto team also partners with each advisor to ensure investments are well-suited to their clients.

“As the traditional 60/40 portfolio has continued to struggle over the years, the need for alternative investments access has been gaining traction, especially among high-net-worth and ultra-high-net-worth investors,” said James Johnson, Managing Director, Tech Breakthrough. “Opto is differentiating itself from other private asset platforms by building a totally customized solution for alternatives…and the approach is working. They have succeeded in creating breakthrough advisor experience, both through availability of desirable investments, but also through education for the advisor. Congratulations to the Opto team on bringing home the ‘Best Alternative Investment Platform’ award for 2023.”

The FinTech Breakthrough Awards is the premier awards program founded to recognize the FinTech innovators, leaders and visionaries from around the world in a range of categories, including Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech, and many more. The 2023 FinTech Breakthrough Award program attracted more than 4,000 nominations from across the globe.

“Opto was launched to not only give RIAs serving wealthy investors access to institutional-level investment opportunities, but also to give them a custom, goal-driven alternatives software,” said Joe Lonsdale, Opto’s co-founder and chairman. “Opto was built by a team of investors and technologists, creating a product that’s curated specifically with the RIA in mind. We are proud of our large team of investment, operations, and technology experts who provide educational resources and guidance in alternative investing – ultimately to produce better outcomes with private investments.”

Opto takes a ‘conversational education’ approach, talking the advisor through any gaps in their knowledge and personalizing their experience. With individual investor access to alternative investments still in its infancy, Opto’s desire is to be a true partner for its RIAs as they navigate private markets. For more information, or to schedule a demo, please visit optoinvest.com.

About Opto Investments

Opto Investments provides independent investment advisors with a comprehensive solution for accessing private market investments. The platform connects investment advisors to historically top-performing and promising emerging managers and a full suite of tools and resources to help educate and attract clients, boost revenue, and ensure that their clients are able to access the right investment opportunities. Opto’s investors include Tiger Global, 8VC, Michael Dell’s MSD Capital, Clocktower Ventures, FinVC, HOF Capital, among others. For additional information, please visit our website and LinkedIn.

About FinTech Breakthrough

Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring excellence in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the achievements of FinTech companies and products in categories including Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit FinTechBreakthrough.com.