Opto Investments
PrivateLast Round
Series A
Sep 20, 2022
Est. Valuation
$475M
Total Funding Raised
$145M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Opto Investments operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in September 2022.
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
Investment Platforms, Wealth Management, Workflow Automation, Financial Data, Compliance & Risk
Business Model
B2B
Customer Profile
Revenue Share, Subscription SaaS
AI Layer
Application
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.
| Company | Similarity | Market Cap |
|---|---|---|
| Gridline | 86% | |
| CAIS | 85% | |
| Allocate | 83% |
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Opto Investments Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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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.
- Aug 22, 2026
Monthly visitors increased 31% MoM.
- Mar 24, 2026
Ron Diamond appointed as new chair of the advisory board.
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Recent news
Latest coverage and updates
- hiresOct 27, 2026
Opto Investments, Inc. appoints Justin Mills as Principal Product Manager in New York on Oct 27th '26, where he leads efforts to streamline and advance its technology products.
- hiresOct 27, 2026
On Oct 27th '26 in New York, Opto Investments, Inc. appoints Rachel Hallock as head of design to lead design across its platform.
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Opto Investments Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Opto Investments's valuation, stock price, and market status.
Is Opto Investments a public or private company?
Opto Investments is a private company.
What is the current stock price of Opto Investments?
Opto Investments is a private company, so its shares have no public market price. Caplight tracks Opto Investments's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Opto Investments worth (valuation)?
Opto Investments's valuation is estimated at $475.0M based on funding round data.
Can I buy Opto Investments stock?
Opto Investments shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Opto Investments's last funding round?
Opto Investments's most recent funding round was Series A on September 20, 2022.
Who are the main investors in Opto Investments?
Key investors in Opto Investments include Tiger Global Management.
Will Opto Investments IPO soon?
No public IPO plans have been announced for Opto Investments.
How can I track Opto Investments secondary market activity?
Caplight tracks bids, offers, and trades in Opto Investments's shares on secondary markets.