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Addepar, Opto founder Joe Lonsdale on what it takes to be a wealthtech standout financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
RIAs using Opto will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and other investments. ....
Opto Investments expands RIA offerings to include custom funds capabilities financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.