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WebMar 24, 2024 · Opto Investments’ platform helps RIAs gain access to the private investment market, establish personalized investment portfolios and simplify the transaction process. Whether it's private equity or real … WebJan 19, 2024 · Fintech: Digital-first with limited legacy physical infrastructure, which allows us to innovate quickly within a low-cost operating model. Marketplace bank: The only bank with a built-in marketplace, allowing us to serve a broad range of customers without the use of the balance sheet while generating income to further improve our financial profile. jim mulholland facebook
Forget Fintech — Traditional Banks Have (Finally) Figured …
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