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Opto Investments competitors & alternatives
The 12 closest competitors and alternatives to Opto Investments among fintech companies — ranked by similarity to what Opto Investments actually does, not by market-cap band.
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About Opto Investments
Opto Investments is a financial technology software company that provides a private markets investment platform designed for wealth advisors. The company is headquartered in New York, NY.
Opto Investments at a glance
Opto Investments is a fintech company headquartered in United States. Xcout tracks 10 named people at Opto Investments, including Ryan VanGorder (CEO). Xcout recorded 10 job postings from Opto Investments in the last 90 days.
Opto Investments leadership
- Ryan VanGorderCEO
- Jacob MillerCo-Founder, Chief Solutions Officer
- Joe LonsdaleCo-Founder, Chairman
- Warren SeubelVP of Sales & Revenue
- Alexis RiegerHead of Legal, Investment Management
- Dan PiehlerHead of Product
4 more named people on record for Opto Investments, with roles, board committees and tenure — see the full roster →
Hiring at Opto Investments
Xcout recorded 10 job postings from Opto Investments in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see Opto Investments's hiring signals →
Top 12 Opto Investments competitors
Ranked by semantic similarity — how close each company is to Opto Investments by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Vise, Inc. is a technology company headquartered in New York, New York. The company builds financial technology solutions for wealth management.
Real Estate
Arch is a Series B financial technology company headquartered in New York City. It automates the management of private investments, striving to improve access, understanding, and the human experience in this sector.
Similar fintech company
iCapital is a financial technology company that provides a platform for accessing, managing, and administering alternative investments such as private equity, hedge funds, and structured products. It primarily serves wealth managers, financial advisors, asset managers, and their high-net-worth clients and institutions.
Similar fintech company
Vyzer is a financial technology platform headquartered in New York that helps individual investors and professionals track complex portfolios, structure data, and model cash flows. The secure platform consolidates diverse asset information to generate comprehensive performance reports.
Similar fintech company
Alinea Invest, Inc. is a New York-based financial technology company that develops automated investing applications focused on lifestyle and modern investing experiences.
Similar fintech company
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Similar fintech company
Orion Advisor Solutions is an American financial technology and investment services company headquartered in Omaha, Nebraska. Founded in 1999, it offers portfolio management software and investment solutions for financial advisors, broker-dealers, and other financial institutions.
Similar fintech company
Allocate provides an infrastructure platform and operating system for private markets, serving wealth advisors and asset managers. The company offers solutions for portfolio management, reporting, custom fund and SPV infrastructure, and access to curated institutional-quality investment opportunities across venture capital, growth equity, buyout, and private credit.
Similar fintech company
Pontera provides financial technology infrastructure that allows wealth management advisors to connect, manage, and report on workplace retirement accounts like 401(k)s and 403(b)s. The platform enables financial professionals to offer holistic portfolio management, optimize asset allocation, and streamline compliance for held-away assets.
Similar fintech company
CEPRES is a financial services technology platform headquartered in Munich, Germany, with offices in New York and Denver. The company provides a private equity data analytics platform that drives digital transformation and market investing insights for private market investment teams.
Similar fintech company
Gridline Holdings, Inc. provides a turnkey alternatives management platform designed to help wealth management firms build, manage, and scale private market investments. Founded in 2020 and headquartered in Atlanta, Georgia, the company operates in the financial services industry.
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