Quotient Wealth Partners and TritonPoint Wealth, two registered investment advisors (RIAs) supported by Dynasty Financial Partners, have announced a strategic partnership with Opto Investments to develop a series of custom private markets funds. This collaboration aims to enhance client portfolios, increase asset class diversification, and streamline the private markets investment experience for their respective client bases.
Both Quotient and TritonPoint launched their firms in 2023 after departing Goldman Sachs Personal Financial Management. They sought a solution to simplify private markets investing for their distinct yet complementary client demographics.
Quotient Wealth Partners manages over $4 billion in assets for more than 2,000 affluent and high-net-worth families, primarily focusing on business owners, corporate executives, and retirees. TritonPoint Wealth, with over $1.8 billion in assets across nearly 300 clients, serves generationally wealthy families and ultra-high-net-worth individuals with complex financial requirements.
Andrew Schiff, CEO and Partner at TritonPoint Wealth, commented on the partnership: “For more than 50 years, the TritonPoint team has prided itself on helping families with complex financial pictures navigate the unique challenges that come with their wealth. 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. Together, we are creating a private markets experience that is more comprehensive and accessible while meeting clients’ growing expectations for greater choice and flexibility.”
Through a joint investment leadership team comprising experts from Quotient, TritonPoint, and Opto, the firms collaborate on portfolio construction and manager selection across private equity, private credit, real estate, other real assets, and hedge funds. Opto’s end-to-end technology platform allows Quotient and TritonPoint to offer qualified investors a streamlined private investing experience, which includes a single K-1, automated subscription documents, and digital signatures.
Tim Harder, Co-founder and Chief Investment Officer at Quotient Wealth Partners, stated: “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. 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 Investments, founded by Joe Lonsdale and backed by investors including 8VC and Michael Dell’s DFO Management, offers a technology-driven solution that streamlines the entire private markets lifecycle, from fund creation and subscriptions to capital calls and reporting. Its advanced portfolio construction tools allow wealth managers to design and manage differentiated private markets programs aligned with client preferences and investment objectives. Opto’s technology analyzes information from data rooms and other fragmented sources, helping partners efficiently evaluate opportunities. Quotient and TritonPoint are leveraging these tools to build a diversified private markets platform that curates high-quality opportunities while maintaining control over client recommendations.
Nick Gerace, Senior Director of Business Development at Opto, remarked: “We pride ourselves on providing tools and investment experience that help advisors efficiently expand their private markets offerings and enhance outcomes for their clients. 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. We look to supporting them as they scale their private markets programs to meet the goals of the individuals and families they serve.”
