Top Skills
What the Team is Saying
What We Do
We are on a mission to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Our platform empowers financial advisors to learn about, build personalized strategies around, and invest in (previously inaccessible) private investments to help them grow their businesses and improve the outcomes of their clients.
The market for private investments is expected to grow by $2 trillion in the next decade, but remains largely inaccessible to the majority of non-institutional investors. Our platform provides exclusive educational content, personalized guidance, bespoke investment options, and a streamlined investment process to help make these investments more accessible than ever before.
Why Work With Us
A place where all are welcome
We firmly believe in the power of celebrating our unique, individual differences. It’s how we plan to better achieve our business goals – and have more fun!
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Opto Investments Offices
Remote Workspace
Employees work remotely.
Our flexible approach means you choose where you work: at home, in one of our offices, or somewhere else.
