Meanwhile, Jump and Zocks add a tax data provider and an estate planning platform to their still-expanding circle of AI ...

Seubel will lead the firm’s efforts across RIAs, family offices and institutional investors, helping clients diligence private markets programs.

Opto Investments, a fintech platform for private market investments, has introduced a new capability to help firms build tailor-made investment plans for their clients' financial objectives. In a ...

Conway Investment Solutions and private markets wealth tech platform Opto Investments formed a strategic partnership to provide RIAs access to bespoke, actively managed private market vintage funds.

EP Wealth Advisors, an RIA with $26 billion in AUM, is partnering with Opto Investments, an alts tech platform based in New York City, to create custom fund strategies to help EP advisors better ...

Opto Investments has teamed up with tru Independence to provide a broad menu of private investment strategies to 30-plus independent registered investment advisory firms—overseeing some $12 billion in ...

The private markets space has grown by trillions of dollars in managed assets as investor demand increases for private investment opportunities. Processing Content BlackRock's 2024 Global Insurance ...