Opto Investments
PrivateLast Round
Series A
Sep 20, 2022
Est. Valuation
$475M
Total Funding Raised
$145M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Opto Investments is a financial software company that provides a technology platform for registered investment advisors, family offices, and private banks to access and manage private market investments.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data
Business Model
B2B
Customer Profile
Revenue Share, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Opto Investments Comparables
Compare Opto Investments with similar companies based on industry and business-model similarity.
Opto Investments Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 20, 2022 |
Key People
Founding team and executive leadership
Opto Investments Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Clocktower Ventures | Series A |
| Fin Venture Capital | Series A |
| Silicon Valley Data Capital | Seed |
| DFO Management | Series A |
| 8VC | Series A |
| HOF Capital | Series A |
| Tiger Global Management | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 24, 2026
Ron Diamond appointed as new chair of the advisory board.
- Jan 13, 2026
Fidelis Capital Partners selected Opto for its private markets program.
Opto Investments Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Opto Investments's valuation, stock price, and market status.