About Opto Investments
Opto Investments is a company based in New York (United States) founded in 2020 by Kamal Jafarnia, Matt Reed, Jacob Miller, Patrick Weiss, and Joe Lonsdale.. Opto Investments has raised $145 million across 1 funding round from investors including Tiger Global, 8VC and MSD Capital. Opto Investments offers products and services including Investment Platform, Guided Intelligence Tools, and Automation Services. Opto Investments operates in a competitive market with competitors including Titan, Cleartrace, Scout, Theia Insights and One River Asset Management, among others.
- Headquarter New York, United States
- Founders Kamal Jafarnia, Matt Reed, Jacob Miller, Patrick Weiss, Joe Lonsdale
- Stage Minicorn
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Sectors
Technology
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$145 M (USD)
in 1 rounds
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Latest Funding Round
$145 M (USD), Series A
Sep 20, 2022
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Investors
Tiger Global
& 5 more
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Employee Count
Employee Count
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Products & Services of Opto Investments
Opto Investments offers a comprehensive portfolio of products and services, including Investment Platform, Guided Intelligence Tools, and Automation Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for building and managing private markets programs efficiently
Tools for fund selection and due diligence in investments
Automates processes for capital calls and client communications
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Funding Insights of Opto Investments
Opto Investments has successfully raised a total of $145M through 1 strategic funding round. The most recent funding activity was a Series A round of $145 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $145.0M
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First Round
First Round
(20 Sep 2022)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Sep, 2022 | Amount | Series A - Opto Investments | Valuation | Tiger Global Management |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Opto Investments
Opto Investments has secured backing from 6 investors, including venture fund investors. Prominent investors backing the company include Tiger Global, 8VC and MSD Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Venture and private equity investments are managed with global diversification.
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Venture capital firm investing in technology, life sciences, and related sectors.
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Founded Year | Domain | Location | |
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Private equity single family office
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Opto Investments
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Opto Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Opto Investments Comparisons
Competitors of Opto Investments
Opto Investments operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Titan, Cleartrace, Scout, Theia Insights and One River Asset Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Titan is focused on GPS-based athlete performance tracking solutions.
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| domain | founded_year | HQ Location |
Carbon footprint is tracked and managed through a cloud-based platform.
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| domain | founded_year | HQ Location |
Financial infrastructure for athletes and school administrators is provided.
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| domain | founded_year | HQ Location |
AI solutions are applied to streamline finance portfolio analysis.
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| domain | founded_year | HQ Location |
Diversified investment management services are offered globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Opto Investments
Frequently Asked Questions about Opto Investments
When was Opto Investments founded?
Opto Investments was founded in 2020 and raised its 1st funding round 2 years after it was founded.
Where is Opto Investments located?
Opto Investments is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Opto Investments?
Ryan V. is the current CEO of Opto Investments.
Is Opto Investments a funded company?
Opto Investments is a funded company, having raised a total of $145M across 1 funding round to date. The company's 1st funding round was a Series A of $145M, raised on Sep 20, 2022.
What does Opto Investments do?
Opto Investments was founded in 2020 in New York, United States, within the financial technology sector. An online platform is maintained to deliver software solutions tailored for financial advisors. Tools and expert insights are supplied to identify, implement, and manage private investment strategies. These resources support the development of long-term wealth for clients while safeguarding their overall financial well-being. Operations focus on advisory services across the United States.
Who are the top competitors of Opto Investments?
Opto Investments's top competitors include Cleartrace, Titan and Highpost Capital.
What products or services does Opto Investments offer?
Opto Investments offers Investment Platform, Guided Intelligence Tools, and Automation Services.
Who are Opto Investments's investors?
Opto Investments has 6 investors. Key investors include Tiger Global, 8VC, MSD Capital, Clocktower Technology Ventures, and Fin Capital.
What is Opto Investments's valuation?
The valuation of Opto Investments is $475M as of Sep 2022.