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Investors should 'warm up' to funds of funds, Opto says

While investors often avoid funds of funds because of fee considerations, a recent analysis from Opto says they might want to reconsider.

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Addepar, Opto founder Joe Lonsdale on what it takes to be a wealthtech standout

Addepar, Opto founder Joe Lonsdale on what it takes to be a wealthtech standout
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Opto Investments Introduces Custom Funds Capabilities

RIAs using Opto will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and other investments.

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Opto Investments expands RIA offerings to include custom funds capabilities

Opto Investments expands RIA offerings to include custom funds capabilities
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Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

NEW YORK, September 06, 2023 Opto Investments launches new custom funds capabilities to further enrich its private markets offerings to RIAs

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