Opto Investments has formed a strategic partnership with Quotient Wealth Partners and TritonPoint Wealth to develop a series of customized private-markets funds designed to enhance diversification within client portfolios. 

Quotient and TritonPoint—both part of the Dynasty Financial Partners network—advise affluent and high-net-worth families and were seeking a modern, scalable solution to simplify private-markets access following their launches in 2023 after leaving Goldman Sachs Personal Financial Management. The collaboration with Opto aims to streamline the full private-investing lifecycle. 

Together, the firms will coordinate on portfolio construction and manager selection across private equity, private credit, real estate, real assets and hedge funds. Opto will deliver an end-to-end technology infrastructure enabling a frictionless experience for qualified investors, including automated subscription documents, digital signatures, consolidated reporting, and a single K-1. 

Opto—founded in 2020 by Palantir and Addepar co-founder Joe Lonsdale and backed by investors including 8VC and Michael Dell’s DFO Management—specializes in helping advisors deliver curated private-markets access through institutional diligence and modern tech. 

“In early discussions with TritonPoint and Quotient, we recognized the opportunity to help both firms source high-quality investments while streamlining their private-markets due-diligence process,” said Nick Gerace, senior director of business development at Opto. 

TritonPoint serves nearly 300 clients with more than $1.8 billion in assets, while Quotient advises over 2,000 affluent and high-net-worth families and oversees $4 billion in assets. 

“Private investments have always been an important piece of the puzzle for the families we serve,” said Andrew Schiff, CEO and partner at TritonPoint Wealth. “Partnering with Quotient and Opto enables us to provide greater value than we could deliver on our own.” 

Pictured l to r: Nick Gerace and Andrew Schiff