Opto Investments has teamed up with tru Independence to provide a broad menu of private investment strategies to 30-plus independent registered investment advisory firms—overseeing some $12 billion in ...

The firm, which specializes in providing financial advisors greater access to private market investments, says the enhancements enable the creation of white-label fund strategies encompassing private ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with ...

The private markets space has grown by trillions of dollars in managed assets as investor demand increases for private investment opportunities. Processing Content BlackRock's 2024 Global Insurance ...

CINCINNATI, June 23, 2026--(BUSINESS WIRE)--DayMark Wealth Partners ("DayMark"), a fee-based independent registered investment advisor (RIA) overseeing more than $6 billion in assets, today announced ...

Built on shared values of transparency, trust and alignment of interest, the new partnership between Opto Investments and Mercer Advisors puts the client at the center of alternative investment ...