Opto Investments wins the “Best Alternative Investment Platform” award in the seventh annual FinTech Breakthrough Awards program
The prestigious International Awards Program recognizes outstanding financial technology products and companies
NEW YORK, March 30, 2023–(BUSINESS WIRE)–Opto investments (“Opto”), the technology-enabled solution that provides independent investment advisors with secure access to private markets, announced today that it has been selected as the winner of the “Best Alternative Investment Platform” award in the 7thth annual FinTech Breakthrough Awards program run by FinTech breakthroughan independent market intelligence organization that recognizes the best companies, technologies and products in the global FinTech market today.
Opto is a private markets investment platform designed to provide independent Registered Investment Advisor (RIA) firms with access to a select selection of alternative investment opportunities in private credit, private equity, real estate, venture capital and other hard-to-reach asset classes. With access to exclusive option managers, Opto works with advisers to build diversified, customized portfolios for its clients.
Opto typically invests in the various private funds it offers on the platform alongside RIAs, after carefully vetting each asset management partner and putting them through rigorous due diligence. The Opto team also works with each adviser to ensure that the investments are a good fit for their clients.
“As the traditional 60/40 portfolio has continued to struggle over the years, the need for access to alternative investments has increased, particularly among high net worth and ultra high net worth investors,” said James Johnson, CEO, Tech Breakthrough. “Opto differentiates itself from other private asset platforms by building a fully customized solution for alternatives … and the approach works. They have succeeded in creating a cutting-edge advisor experience, both through the availability of desirable investments, but also through education for the advisor. Congratulations to Opto team to bring home the ‘Best Alternative Investment Platform’ award for 2023.”
The FinTech Breakthrough Awards is the premier awards program founded to recognize FinTech innovators, leaders and visionaries from around the world across 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 around the world.
“Opto was launched to not only give RIAs serving affluent investors access to institutional-level investment opportunities, but also to provide them with customized, goal-driven options software,” said Joe Lonsdale, Opto’s co-founder and chairman. “Built by a team of investors and technologists, Opto created a product curated specifically with RIAs in mind. We are proud of our large team of investment, operations and technology experts who provide educational resources and guidance in alternative investing – to ultimately. to produce better outcomes with private investment.”
Opto takes a ‘conversational teaching’ approach, talking the adviser through any gaps in their knowledge and tailoring their experience. With individual investors’ access to alternative investments still in its infancy, Opto’s desire is to be a true partner to 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 with historical top performers and promising emerging managers and a full suite of tools and resources to help educate and attract clients, grow revenue and ensure their clients have access to the right investment opportunities. Opto’s investors include Tiger Global, 8VC, Michael Dell’s MSD Capital, Clocktower Ventures, FinVC, HOF Capital, among others. For more 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 worldwide, the FinTech Breakthrough Awards program is dedicated 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.
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