Opto Investments Emerges From Stealth With $145M In Series A Funding To Unlock Access To Private Markets For Investment Advisors And Their Clients
Round Type
Series A
Palo AltoFinancial ServicesFinanceAngel InvestmentDescription
Opto Investments (“Opto”), the technology-enabled solution for private market access for independent investment advisors, announced today that it has emerged from stealth with $145 million in Series A financing. Opto is led by Co-Founder and CEO Mark Machin, with Co-Founder Joe Lonsdale serving as Chairman. The company operated in stealth as ‘LIT.’
Quick answer
Opto raised an undisclosed amount in a Series A round, dated September 20, 2022. Opto is based in Palo Alto, California, United States.
- How much did Opto raise?
- Opto raised an undisclosed amount in a Series A round on September 20, 2022.
- What does Opto do?
- Opto Investments provides independent investment advisors with a total solution for accessing private market investments.
- Where is Opto based and how big is it?
- Opto is based in Palo Alto, California, United States.
Source: Fundz verified event record.
Who else raised in Financial Services and Finance around the same time
Companies in the same sectors as Opto that raised within 45 days of this round, from Fundz verified event records.
- Konsolidator raised an undisclosed amount (Funding Round) on September 30, 2022.
- Zopper raised $75M (Funding Round) on September 20, 2022.
- InterPrice Technologies raised $7.3M (Series A) on November 2, 2022.
- Athora's German Unit raised $2.2B on November 2, 2022.
- Plend raised $52M (Seed) on November 2, 2022.
- Identifi raised an undisclosed amount on October 31, 2022.
Who to call at Opto, and when
A new round usually means Opto is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Opto raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Opto, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Opto. With Fundz connected, it knows.
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Fundz sees it the moment Opto raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Funding Insights
What this usually meansOpto raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
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