Opto Investments vs goodfin
Side-by-side comparison of AI visibility scores, market position, and capabilities
$145M Series A; Joe Lonsdale (Palantir co-founder) backed; end-to-end private markets platform for RIAs and family offices.
About
Opto Investments is a technology-driven private markets platform designed for wealth managers, registered investment advisors (RIAs), and family offices seeking to build, distribute, and manage alternative investment programs. Co-founded by serial entrepreneur Joe Lonsdale (co-founder of Palantir, founder of Addepar), the company emerged from stealth in September 2022 with a $145M Series A announcement and is headquartered in New York.
AI wealth platform giving high-net-worth individuals access to private equity and pre-IPO investments with AI personalization; $4M from Giant Ventures and YC competing with Yieldstreet for alternative investment democratization.
About
goodfin is a Santa Monica-based AI-powered wealth management platform that provides high-net-worth individuals and startup founders with access to alternative investments — private equity, venture capital, and pre-IPO company shares — that are typically available only to institutional investors and ultra-high-net-worth family offices. Founded in 2022 and backed by Giant Ventures and Y Combinator with $4 million in seed funding, goodfin uses AI to provide personalized alternative investment recommendations, portfolio construction, and automated rebalancing that enables sophisticated investors to diversify beyond public markets.
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