Venturi Private Wealth Partners With Opto Investments to Expand Private Markets Program, Strengthen Family Office Services

Venturi Private Wealth has announced its strategic partnership with Opto Investments, an unrelated third-party that provides a comprehensive, technology-led solution to simplify private markets investing and servicing for independent investment advisors and family offices.  Venturi will leverage Opto’s platform to scale its existing private markets program and identify new opportunities…