Blog

Empowering innovation at Opto: how we let everyone safely contribute code

Simple, scalable PR approval check that lets the whole company ship ideas without risking production.

Nov 21, 2025 • 3 min read
Empowering Innovation

Can the Modern Data Stack fix private markets' data chaos?

How modern data tools like DuckDB and Dagster are transforming private markets data infrastructure from PDF chaos to structured, compliant …

Nov 17, 2025 • 4 min read
Automation

How to actually build AI for finance

Capital allocation deserves better than a chatbot.

Aug 25, 2025 • 5 min read
AI for finance

Career growth at Opto

Opto is a great place to grow as an engineer.

May 29, 2025 • 2 min read
Growth

A song of ice and fire - how Palantir, Bridgewater, and Addepar influenced Opto

Discover how Opto combines Silicon Valley software engineering with high-finance expertise to create a transformative, truth-seeking approach to …

Apr 28, 2025 • 4 min read
IceAndFire

The man-machine symbiosis

See how abstraction can transform complexity into scalable solutions—and create better products

Apr 14, 2025 • 4 min read
Abstraction

Never miss an A11y bug

How to implement automated accessibility testing using Playwright Axe plugin

Mar 31, 2025 • 4 min read
accessibility

The art of customer conversations

I.e “Tell me why it sucks”

Mar 13, 2025 • 5 min read
chess

Tech debt, for lack of a better term, is good

The art of making trade-offs.

Mar 10, 2025 • 3 min read
Tech Debt

IT at Opto: opportunity (and challenge) in marrying tech and finance

IT at Opto: opportunity (and challenge) in marrying tech and finance

Mar 6, 2025 • 3 min read
trust

Software vendor selection: what to ask and why it matters

Software vendor selection: what to ask and why it matters

Mar 3, 2025 • 4 min read
trust

Translating Opto into English (for engineering types)

Translating Opto into English for engineering types

Feb 25, 2025 • 4 min read
trust

Opto is a startup

Opto reveals its competitive advantage

Feb 18, 2025 • 2 min read
stig

Private investments are broken (an introduction)

Private investments remain an exclusive, inefficient, and outdated $15 trillion market, dominated by insider networks and bureaucratic hurdles. Learn …

Feb 13, 2025 • 4 min read
trust

Cybersecurity: Closing the top service gap for family offices

Family offices face growing cybersecurity challenges, with 40% identifying it as a top service gap in JP Morgan’s 2024 Global Family Office report. …

Feb 12, 2025 • 4 min read
trust

Opto turns up the heat with SF hiring week

Opto targets in-person talent to bootstrap its new San Francisco office

Feb 5, 2025 • 2 min read
11

Trust through compliance: a SOC2 journey

Learn how SOC 2 audits build trust, why they’re essential for maintaining investor confidence, and how they demonstrate a commitment to safeguarding …

Jan 21, 2025 • 2 min read
trust

Opto engineering open house

At our new San Francisco office, Opto shared demos and connected with local talent—don’t miss the next event

Jan 10, 2025 • 2 min read
OpenHouse

The power of automation

Learn how automation in private markets has improved formerly highly-manual, inefficient processes

Jan 7, 2025 • 4 min read
Automation

Opto celebrates San Francisco office opening

Opto’s new San Francisco office marks a milestone in our mission to transform private markets

Dec 23, 2024 • 2 min read
Optofy

2024 year in review: The Opto platform

A look at the tools and innovations transforming private markets for wealth managers and their clients

Dec 17, 2024 • 4 min read
2024 year in review: The Opto platform

Keep calm and handle the exception

Learn best practices for Python exception handling to debug efficiently, build robust APIs, and deliver tailored, user-friendly error solutions

Dec 5, 2024 • 5 min read
Python

The art of the demo

Elevate your demo skills to showcase solutions effectively

Nov 26, 2024 • 4 min read
Art

Leading from within - How “Turn the Ship Around” shapes our culture

During an early offsite in Long Beach, our small team gathered to discuss Turn the Ship Around, a book that redefined how we think about leadership

Nov 18, 2024 • 2 min read
submarine

Abstraction is all you need

See how abstraction can transform complexity into scalable solutions—and create better products

Nov 11, 2024 • 5 min read
Abstraction

Python changed my life

How Python shaped my career, modernized a startup’s tech stack, and helped me build a world-class team at Opto

Nov 6, 2024 • 2 min read
Python