Opto Investments mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health.

Their investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.

Finance

Investment Management

Opto Investments

Opto Investments' headquarters in New York, NY, United States

Ryan VanGorder

Emily Ng

Fund Controller

Matt Dunn

Eytan Schindelhaim

Matt Malone

Joe Lonsdale

Kelly O'Connor

Todd Ruppert

Isaac Applebaum

David Barnard

James Waldinger

Mark Goldberg

Keri Findley

Steve Lockshin

Michael Batnick

The Advisory Services Team at Opto Investments plays a crucial role in supporting financial advisors by providing expert insights and tailored strategies for private investments. They collaborate with advisors to identify optimal investment opportunities, ensuring that clients' financial goals are met and their long-term wealth is built and protected. Through innovative tools and comprehensive guidance, the team enhances the advisors' capacity to serve their clients effectively.

Advisory Services Team

The Product Development Team at Opto Investments is responsible for designing and enhancing the company’s investment platform. This team collaborates closely to create innovative features, streamline user experiences, and ensure high-quality functionality, ultimately empowering financial advisors with the tools they need to optimize private investment strategies for their clients' long-term wealth.

Product Development Team

The Finance and Operations Team at Opto Investments plays a crucial role in overseeing the company's financial health and operational efficiency. This team is responsible for managing financial planning, investment research, and diligence, as well as ensuring the smooth execution of investment strategies. They collaborate across various functions to optimize resources, support advisory services, and enhance the investment management process, all while striving to protect and grow client wealth.

Finance and Operations Team

The Leadership Team at Opto Investments is responsible for setting the strategic direction and vision of the company, ensuring alignment with its mission to enhance financial health through innovative investment solutions. They collaborate to drive company growth, oversee regulatory compliance, and guide the development of the investment platform, leveraging their diverse expertise to empower financial advisors and support their clients in building long-term wealth.

Leadership Team

The Marketing and Communications Team at Opto Investments is responsible for crafting and disseminating the company’s messaging to enhance brand awareness and promote its investment platform. They generate compelling content that educates financial advisors about private investment strategies, while also ensuring that communication aligns with the company's mission of fostering financial health and innovation. Through strategic marketing initiatives, public relations, and thought leadership, the team aims to position Opto Investments as a trusted resource in the financial industry.

Marketing and Communications Team

The Engineering Team at Opto Investments is responsible for designing and maintaining the investment platform's architecture to ensure seamless execution of private investment strategies. They work collaboratively to build robust, scalable systems that deliver expert insights and tools for financial advisors, while also implementing efficient DevOps practices for continuous integration and deployment. Their goal is to innovate and optimize the technology that supports the firm’s mission of improving long-term financial health for clients.

Opto Investments

Org chart

Board & advisors

Teams

Advisory Services Team

Product Development Team

Finance and Operations Team

Leadership Team

Marketing and Communications Team

Engineering Team

Offices

Opto Investments

Org chart

Board & advisors

Teams

Advisory Services Team

Product Development Team

Finance and Operations Team

Leadership Team

Marketing and Communications Team

Engineering Team

Offices

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