According to leaders from both firms, the newly forged relationship gives tru RIAs the support of a technology-driven, end-to-end private markets investment solution to further the platform's growth.
Opto offers a unique selection of investments across private credit, private equity, real estate and venture capital with a collaborative approach, catering to the investment needs of high net worth and ultrahigh net worth clients.
Opto will also deliver a customized set of multistrategy funds that will be exclusive to tru's network advisors.
"We pride ourselves on providing fiduciary advisors with the best combination of client service, human talent and fintech," Craig Stuvland, founder and CEO of tru Independence, said in a statement. "With Opto, we have found a partner that allows us to offer our advisors access to a suite of unique and customized private market investments with leading-edge technology. This partnership underscores our shared values and reinforces our commitment to prioritizing clients' best interests."
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The offering lets RIAs create, execute and manage custom fund strategies to address the unique needs of high net worth and ultrahigh net worth clients.
Nick Gerace, advisory services manager at Opto, said the firm was built with advisors' private market needs as the foundation of its technology and processes.
"We're excited to bring tru Independence's network of independent advisors a modern, scalable solution that will help unlock the alpha potential of private markets for their clients," he said in a statement.
Opto was co-founded in 2020 by Addepar, Palantir and OpenGov founder
