Quotient, TritonPoint RIAs Partner With Opto to Build Private Markets Programs
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. The RIAs will partner with Opto Investments, a technology-driven platform for wealth managers.
Having launched their firms in 2023 under the Dynasty Financial Partners platform after departing Goldman Sachs Personal Financial Management, Quotient and TritonPoint were in search of a solution to simplify the private markets experience for their respective client bases.
Managing more than $4 billion in assets, Quotient serves more than 2,000 affluent and high-net-worth families, primarily business owners, corporate executives and retirees.
TritonPoint, with over $1.8 billion in assets across nearly 300 clients, focuses on generationally wealthy families and ultra-high-net-worth individuals with complex financial needs.
Serving clients across the wealth spectrum, both firms will utilize Opto to help with due diligence, source investment opportunities, and simplify the operational complexities of private markets investing.
“Private investments have always been an important piece of the puzzle for the families we serve, and partnering with Quotient and Opto enables us to provide greater value to our clients than we could deliver on our own,” said Andrew Schiff, chief executive officer and partner at TritonPoint Wealth. “Together, we are creating a private markets experience that is more comprehensive and accessible while meeting clients’ growing expectations for greater choice and flexibility.”
Opto streamlines the entire private markets lifecycle – from fund creation and subscriptions to capital calls and reporting – through a unified, fiduciary-first platform. Its advanced portfolio construction tools enable wealth managers to design and manage differentiated private markets programs that align with client preferences and investment objectives.
“As wealth accumulates, private markets become a bigger part of the equation, and it was important for us at Quotient to have a robust offering for the sophisticated families that we serve,” said Tim Harder, co-founder and chief investment officer at Quotient Wealth Partners. “We have great respect for the TritonPoint team, and we believe our combined private markets expertise, along with the partnership of Opto, gives us an optimal solution to deliver the portfolio guidance and investment opportunities that reflect our core commitment to acting in our clients’ best interests.”
Opto uses technology-enabled solutions to organize and analyze information from data rooms and other fragmented data sources, helping its partners efficiently evaluate opportunities and focus on investments that fit their needs.
“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. “We look forward to supporting them as they scale their private markets programs to meet the goals of the individuals and families they serve.”
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 partnership followed closely on Opto’s alliance with Venturi Wealth Partners, another independent RIA. In December 2024, Opto launched its latest proprietary tool to build custom private market allocations called “Planner”.
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