Opalvest and Opals are built for the wealth channel, where demand for alternatives is moving downstream but access, onboarding friction, and liquidity constraints still limit participation for the emerging wealthy. Each Opal is a co-branded, manager-aligned SPV backed by a single institutional alternative strategy, designed to make private fund participation scalable for wealth and advisory firms. Opals are designed for lower minimums, streamlined digital onboarding and reporting, and structured liquidity that combines pooled fund redemptions with a call-auction model. Opalvest provides the infrastructure that enables Opals to be formed, administered, and accessed by wealth and advisory firms seeking a more modern approach to alternatives.
| Website | http://www.opalvest.com |
| Employees | 4 (1 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Alternative Investments, Liquid Alternative Investments, Investment Platform, Investment Opportunities, Hedge Fund Investments, Fractional Ownership, Online Investing, Portfolio Diversification, Wealth Management, Financial Technology, Passive Income |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, SoFi, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +40 more (view full list) |
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Jeff Maxon is the Chief Revenue Officer (CRO) of Opalvest.
1 people are employed at Opalvest.
Opalvest is based in Miami, Florida.
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Jeff Maxon
Chief Revenue Officer (CRO) at Opalvest
Stamford, CT, US13
