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Opto Investments
Opto is an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. Craft investment plans and build custom funds.
Opto Investments
Opto is an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. Craft investment plans and build custom funds.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
New York
Corporate office
31 W 27th Street, Suite 605, New York, NY 10001
Additional offices
531 Howard St, Floor 2, San Francisco, CA 94105
Principals
Jacob Miller
Author of firm outlook
Sector focus
Frequently asked questions
How does Opto Investments source investment opportunities?
Opto does not publish a sourcing methodology, but its investment management team evaluates funds and direct investments for quality and relevance to partner programs. Because the firm does not accept compensation from fund managers, its selection is intended to be driven by merit rather than distribution fees. Partners then combine Opto's curated options with their own best ideas to build customized client programs.
Who runs investment decisions at Opto Investments?
Public-facing material does not name a Chief Investment Officer or head of investment decisions. Jacob Miller has authored market outlooks for the firm, but specific responsibility for investment-committee decisions or voting on manager selections has not been disclosed.
Is Opto structured as a family office or does it operate more like a venture firm?
Opto is neither a single-family office nor a venture firm. It is a technology platform and operational outsourcer for wealth management firms — RIAs, multifamily offices, and private banks — that want to offer private-markets funds to their clients. It does not take proprietary investment risk on behalf of a single family.
Does Opto participate in fund commitments or only direct deals?
Opto's platform covers both fund commitments and selective direct investments across infrastructure, private credit, private equity, real estate, and venture capital. The choice of vehicle depends on the partner firm's strategy and requirements, with Opto handling the operational and legal infrastructure for whichever format is selected.
What investment stages does Opto typically target?
Opto does not limit itself to a single stage. The platform allows partner firms to build programs that can include early-stage venture capital, growth equity, real estate, infrastructure, and private credit, depending on the partner's client mandate and risk tolerance.
How is Opto related to Mercer Advisors?
In January 2025, Opto Investments established a strategic partnership with Mercer Advisors, one of the largest RIAs in the United States. Opto's technology platform was embedded into Mercer's private-markets workflow to help reinvent how the RIA's clients access and manage alternative investments (per the firm, January 2025). The two firms remain independent entities.
Does Opto maintain philanthropic structures?
No philanthropic foundation, donor-advised fund, or charitable arm affiliated with Opto Investments has been publicly identified. The firm's disclosed activities center exclusively on providing technology and investment infrastructure for wealth managers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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