Fidelis Capital Partners With Opto Investments to Expand Private Markets Program

Fidelis Capital – an adviser-owned wealth management firm serving ultra-high-net-worth individuals, multi-generational families and institutions – has announced a strategic partnership with Opto Investments, a platform that streamlines private markets lifecycle to help wealth managers build, fundraise for, and manage programs at scale.

Fidelis said it will leverage Opto’s end-to-end platform to deliver actively managed private markets vintage funds to its clients through a simplified, digitized experience. It said partnering with Opto strengthens due diligence, accelerates deal sourcing, and enhances transparency in an often opaque asset class.

“At Fidelis, we pride ourselves on being a fully integrated team of specialists that build personalized investment and planning solutions around every client we serve,” said Matt Michaels, founding partner and co-chief investment officer. “Our partnership with Opto is an extension of that philosophy. Any firm can sign up for one of the big institutional alternative investment platforms, but at Fidelis, we aim to be more thoughtful about the outcome. Opto provides the flexibility to structure bespoke private funds that align with client objectives, while maintaining the high-touch service standard our families have come to expect.”

Fidelis is just the latest firm to team with Opto. In December, AltsWire reported that registered investment advisers Quotient Wealth Partners and TritonPoint Wealth announced an alliance to build a series of custom private markets funds that seek to enhance their clients’ portfolios and increase asset class diversification.

Similarly in July 2025, Fi3 Advisors – an independent, fee-only RIA and multifamily office –announced its partnership with Opto Investments to scale private markets investing. That relationship followed closely on Opto’s collaboration with Venturi Wealth Partners, another independent RIA. In December 2024, Opto launched its latest proprietary tool to build custom private market allocations called “Planner”.

Opto streamlines the full private markets lifecycle – from fund creation and subscriptions to capital calls and reporting – through a unified, fiduciary-first platform. Its technology will enable Fidelis to efficiently build and manage differentiated private markets funds by automating key administrative processes and improving transparency. Fidelis said the partnership with Opto allows it to curate high-quality opportunities while maintaining full control over client recommendations.

“As private markets permeate the wealth management industry, manager selection becomes even more important,” said Jake Miller, co-founder and chief solutions officer at Opto Investments. “Fidelis exemplifies a firm that shares our vision. It’s not about just giving clients access to private markets, but about delivering disciplined, diversified exposure.”

Founded in 2022 by former private banking professionals from Wells Fargo and Bank of America, Fidelis was established to deliver a more personalized wealth management experience. Today, the firm manages $2.2 billion in assets for approximately 130 clients nationwide.

Click here to visit the AltsWire directory page.