Opto Investments’ new leadership appointments; enhances product

Private markets platform continues momentum with strategic leadership appointments, introduces product enhancements to further unlock efficiency and drive advisor engagement
BusinessWireMarch 11, 20246 min

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced appointments in key leadership positions, as well as a suite of product enhancements. These strategic steps underscore Opto’s commitment to delivering the best experience for wealth advisors throughout their private markets investing journey via a cutting-edge technology platform. Opto unlocks access to truly differentiated private markets opportunities and builds customized solutions based on the needs of registered investment advisory (RIA) practices.​

Co-founder Jake Miller, a key figure in Opto’s leadership team since the firm’s inception in 2020 and responsible for guiding its growth strategy, has been named chief solutions officer. Miller spearheads initiatives aimed at enhancing Opto’s RIA partnerships and integrating institutional-quality investment techniques and programs into its platform. Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates, where he continued to build on his expertise in alternative investments.

Assuming the role of chief technology officer, Matt Reed, a co-founder at Opto who leads its engineering efforts, is instrumental in upholding the company’s tech-first approach. His leadership focuses on ensuring the continuous development and smooth operation of Opto’s proprietary technology stack. As a CFA charterholder and engineer, Reed is skilled in both investment management and software development. With over 14 years of experience in building financial advisor software, featuring technology leadership positions at Addepar and Strategic Global Advisors, Reed is well positioned to drive innovation in this domain.

“Jake and Matt are instrumental in driving the strategic vision and product roadmap for Opto’s end-to-end private markets solution,” said Ryan VanGorder, chief executive officer at Opto. “It’s a privilege to work with selfless leaders who come to the table with strong opinions and who are not afraid to do things differently. As we continue to partner with more advisors, Jake and Matt will be integral to growing Opto’s suite of innovative solutions that modernize workflows and simplify advisors’ private markets experiences.”

Alongside these announcements, Opto has rolled out major enhancements to its platform, designed to arm advisors with a comprehensive private markets solution. These advancements include:

  • CIO toolkit: This innovative toolkit empowers investment managers to conduct comprehensive, data-driven analyses of their client roster and demographics. The toolkit is designed to identify optimal exposure levels for client segments across different private markets asset classes, aligning portfolio structures with clients’ investment objectives. Users can also subject these recommendations to hypothetical market stress tests, enabling them to better assess the likely impact of the proposed portfolio. This functionality streamlines complex analytical workflows and enables more precise and confident decision-making.
  • Custom fund creation and management: Opto gives advisors the flexibility to create a single, fully customized and white-labeled fund, composed of multiple underlying private funds, all managed within its technology platform. In 2023, Opto unveiled its custom fund capabilities, tailoring each collaboration to match the RIA partner’s needs in terms of fund size, asset class allocation strategy and fee structure. Partnering with Opto grants fiduciaries full access to its team of investment professionals and allocators, who will provide thoughtful guidance regarding opportunities in private credit, private equity, real estate, venture capital and infrastructure that align with client needs.

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